Chad Rishel, CFP®, CLU®SENIOR WEALTH MANAGER
Chad Rishel has worked in the financial services industry since 2005, helping families plan for and live their best financial lives. Through our unique Financial Life Management process, Chad works directly with clients as part of a team at United Capital that is focused on providing clients with clarity, organization, accountability, objectivity, and an action plan. He serves investment advisory clients in the greater Boston, MA, Providence, RI and Portland, ME areas.
Chad graduated from The Pennsylvania State University in 2003 with a BS in Economics. He has also earned the CERTIFIED FINANCIAL PLANNER™certification from The College for Financial Planning.
Chad and his wife, Jennifer, live in the Boston area. He enjoys spending time with his family, reading, cooking, and traveling internationally.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.