Chad J. Wilson, CFP®
Financial Planner, Wealth Management Advisor
Retirement Plan Advisor
Direct Phone: 443-798-7311
Toll Free: 800-677-7887
Fax: 443-798-7111
E-mail: cwilson@psafinancial.com

 Professional Background

Mr. Wilson is a CERTIFIED FINANCIAL PLANNER™ practitioner, an investment advisor representative of PSA Financial Advisors Inc. and a licensed life and health agent. In his practice with individuals and families, Mr. Wilson focuses on helping clients accumulate, protect, manage and efficiently distribute assets in a manner consistent with both their priorities and their values. To do this, he works closely with his clients and with their other advisors to coordinate their estate, tax, investment, insurance, business and retirement plans.

In his retirement practice, Mr. Wilson focuses on helping qualified plan fiduciaries navigate through the difficulties of complying with federal law. He does this by working closely with them to ensure they are employing a prudent process in the management of their plan. His goal is to help plan sponsors provide an adequate retirement benefit to plan participants.

Mr. Wilson is a frequent speaker at many prominent local businesses on a full range of financial topics. He has conducted hundreds of hours of seminars and multitudes of individual retirement plan consultations. Mr. Wilson is also a member of PSA Financial Advisors Inc.’s Investment Committee, which has direct oversight of all portfolios managed by PSA Financial Advisors Inc.

A graduate of the College for Financial Planning, Mr. Wilson graduated magna cum laude from Bloomsburg University of Pennsylvania with a focus in business finance and English. He was honorably discharged from the United States Marine Corps after serving four years in the infantry and as a scout sniper.

Business/Customer Service Philosophy

“I take the fiduciary responsibility to put my client’s interest ahead of my own very seriously.  As a planner, it is imperative they trust that I’m always giving them unbiased advice.  I work hard to build and keep that trust over time.”