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Chad Wilson, CPA

Chad Wilson, CPA

Wealth Management Advisor

I am a CPA that chose financial advice to optimize my life and to guide others to optimize their lives too. I value the uniqueness of every financial plan as I walk side-by-side with clients to illuminate their optimal paths and give clients confidence in their financial decisions. Together we navigate discussions around financial planning that are critical but can be equally intimidating without a trusted financial coach.

I have also felt the aftereffects of what happens in life when families and business owners do not have proper financial guidance or a plan in place. These experiences have created a mission in my work and I have centered my practice around thorough financial planning, intentionality, financial education, and life optimization under any scenario.

My team and I focus on advanced planning for families and closely held, family-owned businesses. We take our clients through a financial planning experience that creates financial balance and results in more options to enjoy life today and for years and generations to come. Our clients experience increased savings, enjoy more cash flow, and are better protected while doing it.

When not serving people like you, I enjoy being outdoors with my family. My wife, Katie, and I graduated from the University of San Diego and we have enjoyed exploring many of the best day hikes across our country’s National Parks, as well as Canada, New Zealand and Europe. In fact, we picked our son’s name, Ridge, while we were hiking in Glacier National Park. You can also find me watching sporting events and playing golf or tennis.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #4046027| 2023-163114 | Exp. 10/25 | Not practicing CPA for Guardian or its subsidiaries or affiliates.