Chad Chubb

Chad holds the Certified Financial Planner™ (CFP), Tax Planning Certified Professional (TPCP), and Certified Student Loan Professional (CSLP) marks, but most importantly, is the visionary founder of WealthKeel LLC.

A firm he launched in 2015 to address the unique financial needs of physicians through an innovative flat-fee model. Starting his career fresh out of college, Chad recognized the demand for specialized financial planning within the physician community. Under his leadership, WealthKeel’s team of award-winning CFP® professionals empowers physicians to minimize taxes, optimize investments, and design roadmaps for their dream futures. Chad’s expertise has earned him prestigious accolades, including “Top 40 Under 40 Advisor in the US” by Investment News (2020), “Top 10 Young Advisors to Watch” by Financial Advisor Magazine (2021), “Top 100 Independent Financial Advisor” by Investopedia (2021 & 2022), and multiple recognitions as a “Top 10 Financial Advisor” by The White Coat Investor. A dynamic educator, Chad shares actionable financial strategies through his popular YouTube channel and co-hosts the Physician Cents podcast. He is also a sought-after speaker, delivering insights on financial topics at hospitals and medical organizations nationwide. When not crafting tailored financial plans, Chad cherishes adventures with his wife—his high school sweetheart 😍 —and their three energetic boys, exploring new travel destinations or savoring foodie hotspots. A committed early riser, Chad jumpstarts his days with an invigorating workout or run, which he champions as the cornerstone of successful long-term financial planning: prioritizing health and wellness. 💪