Chad Christensen

Chad Christensen Chad Christensen

Wealth Advisor 
     

MISSION STATEMENT

I strive to improve retirement outcomes for my plan sponsor clients and their employees through careful retirement plan design assistance, strategic and targeted communication and education, as well as continual monitoring of results.

 

 

PROFESSIONAL SPECIALTIES

  • Over 20 years’ experience working with 401(k), 403(b), defined benefit and 457(b) plans.
  • Focused on helping plan sponsors reduce their administrative burdens and fiduciary risk.
  • Dedicated to helping employees work toward a positive retirement outcome through careful analysis of their savings rate, investment strategy and overall financial wellness.

QUALIFICATIONS

  • VP Investments – First Western Advisors
  • Financial Advisor - Ameriprise
  • Holds FINRA Series 7, 63 and 65 securities licenses with LPL Financial
  • Holds life & health insurance licenses from Utah
  • Have a current Real Estate License for the State of Utah

EDUCATION

Graduated from Brigham Young University with a Chinese degree.

PERSONAL

Married to Lisa for 22 years and have 2 daughters. One reason why I enjoy financial planning is that I have the
opportunity to work with and educate people on how they can achieve their financial goals. Love to be active
outside and among my favorites are snowboarding, golf and mountain biking. As a family I enjoy traveling and
going on road trips in our trailer. Love to explore all the areas Utah has to offer. Currently serve in my community
working with youth groups through activities that will develop traits to help them be great people in the future.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cyprus Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services and may also be employees of Cyprus Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Cyprus Credit Union.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Deposits or ObligationsNot Credit Union Guaranteed May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: UT, OR

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Home Banking

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