Chad Chubb, CFP®, CSLP®
Financial Planning for Physicians
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Wealthkeel LLC
Chad Chubb, CFP®, CSLP®
Tampa, FL
Serving Clients Nationwide
Financial Planning for Physicians
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Student Loan Advising
About Me
Hi, I'm Chad Chubb, CFP®, CSLP®, founder and leader of financial planning. I started to develop the foundation of WealthKeel right out of college. At that time, I was just Chad Chubb, your average financial advisor, but I noticed there was a huge demand and need for a flat-fee model for the physician community. Then, in 2015, I officially launched WealthKeel —a team of award-winning CFP® Professionals who specialize in helping Gen X & Gen Y physicians.We help our physicians reduce taxes, invest smarter, and plan for their ideal future.
Since starting WealthKeel, I’ve been recognized as “Top 40 Under 40 advisor in the US” (2020) by Investment News, “Top 10 Young Advisors to Watch in the Country” by Financial Advisor Magazine (2021), “Top 100 Independent Financial Advisor in 2021 & 2022” by Investopedia and a “Top 10 Financial Advisor” by The White Coat Investor and Physician on FIRE for multiple years in a row.
I am also a columnist for Kiplinger, host a YouTube channel which provides financial planning tips and strategies for physicians, and frequently speak at hospitals and medical organizations across the country for different financial topics.
When I am not crafting a financial plan, you can find me with my wife (my high school sweetheart) taking our three wild and loving boys on their next travel adventure or foodie stop. Otherwise, I’m up and at ' em early for a good workout/run or trying to sneak in a quick golf round.
⭐ Fun Facts
PET: Bruin, Maltese-Yorkie
ALMA MATER: Penn State - WE ARE!
FAVORITE FOOD: Anything from Suraya or Zahav in Philly
TOP HOBBY: Fitness
FAVORITE SPORT & TEAM: Boston Bruins
DRINK OF CHOICE:: Topo Chico Mineral Water, Twist of Lime
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Certified Student Loan Professional (CSLP)
Affiliations
-
Financial Planning Association
- The AGC
Primary Location
615 Channelside Dr Suite 207 Tampa, FL 33602
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
The WealthKeel Difference is backed by our team of qualified independent, fiduciary Certified Financial Planners with experience and knowledge of our team's financial planning and investment management for physicians.Financial planning should take all aspects of your financial life into account — from budgeting, and cash flow, to savings, debt management, estate planning as well as risk management and tax planning. Investing is just one piece of the puzzle.
✅ No Jargon — Just Good Advice: When a patient comes to you, do you read from your medical textbook to “help” them? No, and neither should your financial advisor. You deserve financial advice that’s succinct, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions.
✅ We believe in our fiduciary duty: We are proud to be your fiduciary, and since day 1 WealthKeel has put this designation at the forefront of everything we do. We are legally obligated to put your best interest ahead of our own— and believe that’s how all financial planning should be
✅ A flat-fee business model: No pricing model is perfect, but we believe a flat-fee model is the is not only fairest for you, it makes the most sense for all parties. Bottom line: no hidden fees here! Our flat-fee model makes understanding what you pay (and why) easy.
✅ Here to help you as your goals change: We use the phrase “course corrections” often, and that’s because it’s part of the beautiful journey that we call life. While the course of your life and your goals will change over time, we’re here to help you steer the ship in the right direction... no matter what your desired destination may be.
Our Focus on Physicians: Our founder decided to work with physicians after a move to Philadelphia surrounded him with young physicians facing some of the most complex and important financial decisions of their lives… and with no one to rely on. WealthKeel chooses to work with physicians due to the unique complexities that this group faces.
We offer the following services in Comprehensive Financial Planning:
☑️ Tax Planning: Physicians pay more than their fair share in taxes. Our goal is to optimize your tax planning so that when you pay Uncle Sam, you don’t leave him an unnecessary tip on top of it. We help our physicians take advantage of all the tax deductions, tax credits and tax exemptions that Congress and the Internal Revenue Service (IRS) will allow. These tax breaks and tax strategies offer ways for physicians to reduce their taxable income — both today and in the future.
☑️ Investment Management: We offer our clients direct investment management via Fidelity, or if you prefer to self-manage, we can provide investment guidance. Either way, we’ll help you figure out the best way to invest your money in order to meet your long-term financial goals and grow real wealth for the life you want.
For your assets that can’t be directly managed (such as 401ks, 403bs, 457bs), we can link those accounts to our financial planning portal so we can gather necessary updates each night. Need clarification or your info tweaked? No problem — we can jump on a screen share to help you with any questions or concerns.
☑️ Retirement Planning: We’ll make sure you’re on track for your future financial independence and retirement while helping you achieve today’s goals, too.
As we near your retirement age, we will shift our focus from accumulation to decumulation planning. We utilize a bucket strategy to craft a tax-efficient investment plan for your later years. Roth conversions and Qualified Charitable Distributions (QCDs) will also come into focus at this phase.
☑️ Student Loan Planning: Our founder was one of the first Certified Student Loan Professionals (CSLP) in the country, so it is safe to say we are proud to be considered “student loan nerds” — and as such, we can provide immense value and clarity around the complexities of student loan planning.
Whether you are going for PSLF and need help navigating your payment plans and tax filing status, or if you need a game plan to help pay off your private practice loans, we build a strategy that fits your goals. Rest assured, we are your people.
☑️ Insurance Planning: We want to make sure you, your assets, your most valued possessions and your family are all protected. You work too hard to leave these areas of life vulnerable, and we’ll work with you to determine the proper amount of coverage for your needs.
While we don’t sell any insurance products, we team up with the nation's leading experts in physician risk management to make sure you are properly protected, every step of the way!
Education
Penn State University Bachelor’s Degree, Finance
Awards and Honors
- Investment News 40 under 40 (2020)
Hobbies and Interests
- Exercising
- Family
- Golf
SEC Lookup
View DisclosureWho We Serve
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Physicians
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