Chad Kihm, CBEC®
Advising Business Owners with Families, Tech Entrepreneurs & Executives
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Serving Clients Nationwide
Advising Business Owners with Families, Tech Entrepreneurs & Executives
Areas of Focus
- Business Owners
- Business Transitions
- Exit Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Chad Kihm, CBEC®
Hi, I'm Chad Kihm, Private Wealth Advisor at IronBridge Wealth Counsel.My role as a Private Wealth Advisor is to guide tech entrepreneurs and executives in understanding how to avoid the same financial mistakes, and more, that I made when I ran my own game consulting business from 2015-2023.
I joined IronBridge in 2024. My first career was CEO and Co-founder of GamerSpeak, a mobile game consulting firm sold in 2021 to Netmarble F&C, Inc. While at Netmarble F&C, I built an NFT marketplace for fractional ownership of gaming NFTs.
Where I come from: I was born in Mission Viejo, California, and attended the same Christian private school in San Juan Capistrano for 12 years. Then I moved to San Luis Obispo, California to attend California Polytechnic State University where I got my bachelor's in industrial engineering. I still live in SLO with my wife and two baby boys.
While I graduated as an Industrial Engineer, my true passion was for entrepreneurship. I only got an engineering degree to give me the ability to communicate with both tech and business executives. That was how I planned to gain an edge.
As an entrepreneur, I made a few costly mistakes that cost me hundreds of thousands of dollars in taxes and compensation. Although, I also made some good choices that saved me over $250,000 in taxes. I've been involved in various entrepreneurial communities, accelerator programs, incubator programs, angel investor groups, and VC groups.
However, most of them do not offer education about business financial planning combined with personal financial planning that would maximize income and reduce taxes for everyone. Furthermore, I had no available guidance about how to manage seven figures of capital after the sale of my company.
Fortunately, I was able to spend the time to figure that out and now have an 88% chance to reach my target retirement goals. Now that I have found peace with my financial future, I want to help other tech entrepreneurs and executives get there too.
The local entrepreneur community in San Luis Obispo was a critical reason for my success at GamerSpeak. Thus, I try to remain involved as much as possible by attending local entrepreneurial events, by speaking at a yearly session on the importance of an advisory board, offering a yearly workshop showcasing GamerSpeak’s financial wins and losses, and by occasionally investing in the new wave of startups through the Angelcon competition.
Professional Designations
- Certified Business Exit Consultant (CBEC)
Primary Location
San Luis Obispo, CA, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch and schedule a free introductory conversation. 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 IronBridge Wealth Counsel
Founded in 2004, IronBridge Wealth Counsel is a national, independent wealth management firm built on an ensemble model that combines deep planning expertise with a collaborative, partnership-driven business structure. We draw inspiration from the historic Ironbridge, embracing boldness and ingenuity while blending a foundation of proven financial principles with creative, ever-evolving solutions for our clients.Who We Serve
Our clientele is comprised of values-driven individuals who are described as honest and fair, and uphold integrity as a guiding principle in their life. Individuals with a strong desire for cognitive growth and a propensity to research and understand the endeavors they undertake. And charitable minded people who enjoy helping others and making the world a better place.
Our Mission
Our mission at IronBridge Wealth Counsel is to create a positive multigenerational impact on our colleagues, clients, and communities. We view ourselves as stronger together, with the sum of the whole being greater than the sum of the individual parts, and this team attitude helps us serve as professional advocates for our clients and champions for their financial well-being.
Our Services
We deliver comprehensive solutions spanning financial planning, investment advisory, and risk management strategies. Financial decisions today are complex and need to be modeled and stress-tested so that every what-if scenario is accounted for with confidence, and because our financial lives span the expertise of multiple professional advisors, we provide the proactive coordination our clients need.
Plans are only effective if they are followed through, so together we develop an implementation plan and facilitate its completion.
Securities and investment advisory services are offered through Osaic Wealth, Inc. (Osaic), member FINRA/SIPC.
Education
California Polytechnic State University-San Luis Obispo, Bachelor's Degree, Industrial and Manufacturing Engineering | Munich University of Applied Sciences, Partial Bachelor of Science, Engineering/Industrial Management
Hobbies and Interests
- Family
- Golf
- Rock Climbing
- Running
- Soccer
- Video Games
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Engineers
- Entrepreneurs
- High Net Worth
- Mid-Career Professionals
- Startup Employees
- Technology Professionals
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