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Chad Williamson is a wealth advisor at Mariner Wealth Advisors. Chad previously worked as a certified financial planner at Koa Wealth Management from August 2019 to January 2022. There, they helped families and individuals build their long-term wealth by owning leading businesses and assets. Chad also educated clients on how to effectively fund their kid’s education goals and how their investments impacts their retirement goals.

Prior to working at Koa Wealth Management, Chad was a Client Service Associate at the company from November 2018 to August 2019. In this role, they provided support to the financial advisors and helped clients with their inquiries.

With over three years of experience in the financial industry, Chad has the knowledge and skills to help their clients reach their financial goals. Chad is committed to providing excellent service and advice that will help their clients achieve financial success.