Chad J. Wilson, CFP®
Director of Investment Consulting
Fiduciary Consulting Group @ PSA
Chad Wilson, CFP® joined PSA Insurance & Financial Services in 2008 specializing in fiduciary consulting around retirement plans. He is primarily responsible for overseeing the process of selecting and monitoring investment managers for PSA’s qualified and non-qualified retirement plan clients. His duties also extend to provider fee negotiation, client acquisition and retention, and the due diligence surrounding selecting non-fiduciary service providers such as a plan’s recordkeeper, administrator, actuary, and custodian/trustee.
In each of these duties, Chad 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 all facets of plan management. His ultimate goal is to help plan sponsors provide an adequate retirement benefit to plan participants.
Prior to joining PSA, Chad worked as an investment consultant for a regional third party administrator and recordkeeper.
PhilosophyEducation and Military Service
A graduate of the College for Financial Planning, Chad 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 my fiduciary responsibility to put participants’ interests first very seriously. With every recommendation I make, I always ask the question, ‘will this help participants retire with dignity?’” Being able to positively impact lives each day motivates me and I view it as a privilege to serve our participants.”