Chad Kihm
Private Wealth Advisor @Ironbridge Wealth Counsel, Llc
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WORK HISTORY
Private Wealth Advisor @Ironbridge Wealth Counsel, Llc
San Luis Obispo, CA, US
I work with business owners who want to make smarter financial decisions while they are running their business—not just when they sell it. Most owners already have a CPA, attorney, and investment advisor.But those advisors rarely coordinate their strategies with each other.That often creates missed opportunities and costly coordination gaps.My role is to help owners:• Identify financial opportunities they may not know about• Coordinate strategy between their advisors• Align business decisions with personal goals and family priorities• Prepare for eventual transitions or exits on their termsSometimes the opportunity involves investment planning, estate planning, or business benefits planning.Sometimes it involves long-term exit strategy.But most of the time the biggest value comes from connecting decisions that are currently happening in isolation.Highlights- Currently supporting business owners with a combined net worth of over $200M
EDUCATION
Munich University of Applied Sciences
Partial Bachelor of Science, Engineering/Industrial Management
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Industrial & Manufacturing Engineering
SKILLS
ABOUT CHAD KIHM
I founded and sold a consulting business and later realized I had made several financial decisions that cost me a lot of money—not because I had bad advisors, but because no one was coordinating the whole picture.
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