Chad Sheiner
Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
- Role
- Financial Advisor at RBC Wealth Management
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Chad Sheiner
Watch my video: Air Force Academy graduate helping clients achieve their life goals. The wealth planning approach I take with my clients begins with due diligence on my part to understand the entirety of a client\'s financial situation. While investments are a key piece of how I help clients accumulate and preserve wealth, it is equally important to take a holistic approach through tax planning strategies, estate planning strategies, and risk management. Being a manager of a client\'s hard-earned wealth and assets means I take a tailored approach with each client. Prior to joining RBC, I spent over a decade in the U.S. Air Force, earning the rare Unlimited Warrant, enabling me to sign and award contracts of any dollar amount on behalf of the Department of Defense. I worked directly with the Pentagon and U.S. Embassies in Ukraine, Poland, Montenegro, Spain, Australia, and Serbia to accomplish our mission of procuring arms throughout the globe. Furthermore, I earned my MBA and passed the Certified Financial Planning exam to enable me to better serve my clients. I enjoy snowboarding, fishing, and spending time with my wife, our two boys, and our two dogs.Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Experience
Financial Advisor
Feb 2020 — Present · Colorado Springs, CO, US
I proudly help my clients—YOU—clearly define your financial goals at all stages of life and create a financial road map to meet those goals. The financial success of you and your family is my priority on a daily basis through wealth planning. By highlighting your goals, we can take a comprehensive and tailored approach specific to your needs, while focusing on your success. I will always put your best interests ahead of my own.
Education
Bryant University
Certified Financial Planning
2018 — 2019
United States Air Force Academy
Bachelor of Science (BS), Business Administration and Management, General
2006 — 2011
Auburn University
Master of Business Administration (M.B.A.), Business Administration and Management, General
2013 — 2015
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