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Chad Aerni

Financial Advisor | Plan Consultant at Vantage Financial Group, Inc.

Chad Aerni is a Financial Advisor and Plan Consultant at Vantage Financial Group, Inc. since July 2019, where responsibilities include managing individual and corporate client relationships and leading the employee education and advice program focused on retirement planning. Prior experience includes roles as an Investment Services Representative at PNC, an Associate at Vantage Financial Group, and a Defensive Backs Coach at St. Ignatius High School. Chad also gained experience as a Financial Planning Intern at Skylight Financial Group and a Summer Intern at Vantage Financial Group, contributing to fiduciary investment reviews and preparing sales materials. Chad Aerni holds a degree from John Carroll University, attended St. Ignatius High School, and has been actively involved in financial planning and education throughout the career.

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