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Chad Slate

Associate Wealth Advisor @Pathfinder Wealth Consulting

Wilmington, NC, US
EMAILS
c•••@pathfinderwc.com
MOBILE NUMBERS
+19•••••••27

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WORK HISTORY

Nov 2022 — Present

Associate Wealth Advisor @Pathfinder Wealth Consulting

Wilmington, NC, US

As an Advisor with Pathfinder Wealth Consulting I am able to leverage an experienced team to work with our clients to provide valuable financial planning and investment management for all stages of life.Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use:

EDUCATION

1989 — 1994

University of North Carolina Wilmington

BA, Sports Medicine

2001 — 2003

University of North Carolina Wilmington

MBA, Business Adminsitration

SKILLS

EntrepreneurshipPublic SpeakingRetirementSEOStrategic Financial PlanningStrategySocial NetworkingSeries 7Customer ServiceEditingSalesFinancial PlannersInvestmentsTrainingAsset ManagmentPublishingEvent PlanningEquitiesWritingExecutive ManagementResearchOperations ManagementAsset ManagementBudgetsFinanceManagementFinancial AnalysisProject ManagementPortfolio ManagementLoansCreative StrategyLeadershipMarketingCopy EditingSeries 66Analysis

ABOUT CHAD SLATE

Pathfinder Wealth Consulting

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