The Keystone Wealth Partners Team
Chad applies his passion for learning and problem solving in his role as Client Adviser at Keystone Wealth Partners. For Chad, an important aspect of solving problems for clients is having the right tools and applying them in a way that provides positive outcomes for them and their families. He enjoys working closely with clients; listening to their questions, anticipating their needs and helping to make the management of their financial lives easier.
Chad is a Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF®) and is currently enrolled in the Retirement Income Certified Professional (RICP®) coursework. Chad also has a designation from the National Social Security Association (NSSA®).
Chad is a native of Idaho and is proud of his “small town” roots. He met his wife Summer shortly after graduating from the University of Idaho in 1998, and as newlyweds, moved to Arizona in summer of 1999. Chad and Summer settled in southeast Gilbert, where they currently live and raise their two children. The Fletcher family enjoys an active lifestyle, both indoors and outdoors, and they love volunteering in the child ministries at Redemption Gateway Church.
Over the past few years Chad has become quite the racquetball enthusiast. You’ll find him playing most Saturday mornings.
An interesting fact about Chad… in 1989-1990, Chad experienced an extraordinary time in history as a Rotary International Exchange Student to Germany (At that time West Germany). During his exchange, he witnessed and experienced the fall of the Berlin Wall and communism in the Eastern European countries, including East Germany.
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Keystone Wealth Partners, LLC acquired the Arizona branch of Warren & Hagensen Wealth Management, Inc. in 2014.
Keystone Wealth Partners is a Registered Investment Advisory Firm. Keystone Wealth Partners and Keystone Law Firm are separate entities and must be engaged independently