Chad Valchar
Financial Consultant at Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- Santa Barbara, CA, US
- LinkedIn followers
- 500 followers
About Chad Valchar
With a broad history of understanding the true value of customer experience I bring an alchemy of skills to my role as a financial consultant at Fidelity Investments.In my past, I cultivated a successful track record of managing B2B accounts from $1M to $50M, driving customer satisfaction ratings from 76% to 91% within 90 days, increased year-over-year sales of over 100% in some of the toughest U.S. markets, and hired and trained teams to manage continued sustainable growth. I decided to take my experience to a new level with Fidelity Investments; to support, and facilitate, wealth strategies for clients who are either experienced or inexperienced investors.This new journey allows me to partner with clients whom are searching for long-term growth investment opportunities to manage their retirement, succession plans, and general investment strategies. With the backing of Fidelity\'s analysts I\'m able to customize client investment options around each person\'s specific needs, thus taking a proven method and tailoring to each individual.
Experience
Financial Consultant
Apr 2024 — Present · Santa Barbara, CA, US
My clients valued the care and attention I spent with them by taking the time to understand their specific goals, then design tailored solutions around what\'s most important to them. I partner with my clients throughout their life; whether that’s planning for retirement, living in retirement, saving for unexpected events, education, or estate and legacy strategies.
Education
Ventura Adult and Career Education
Certificate, Accounting
2018 — 2019
UC Santa Barbara
Bachelors, Psychology & Philsophy
1999 — 2001
Ventura Adult and Career Education
Certificate, Business Administration & Accounting
2018 — 2019
Pepperdine University
Certificate, Financial Planning
2022 — 2023
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