Chad EA, CDFA®, CFP®:   Profile
Chad EA, CDFA®, CFP®'s Profile
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CERTIFIED FINANCIAL PLANNER ®, Professional
98% Positive Feedback on 222 Accepts
Account: Active
Status: Offline
Member Since: Wednesday, April 12, 2017
Last Visit: Saturday, May 15, 2021
Posts: 30994 - [19.67 posts per day]
Ask Chad EA, CDFA®, CFP® Your Capital Gains and Losses Question.

Location:   Madison, Alabama
Current Job Title:   IRS Enrolled Agent, CFP(R),
Current Employer:   Caros Group
Work History:   IRS Licensed Enrolled Agent, Certified Divorce Financial Analyst ®,Certified Financial Planner®
VP International Banking HSBC
Most Advanced Degree:   Master's Degree
School:    National Louis University
Major or Emphasis:   Business
Graduation Year:   2002
Professional Licenses:   Enrolled Agent, CFP ®, CDFA ®
Issuing License Agency:   Department of Treasury, CFP Board, IDFA
Certifications, Awards, Patents, Publications & Other Education:   IRS Licensed Enrolled Agent, Divorce Financial Analyst ® Certified Financial Planner ®, Masters Business Administration
Experience:   IRS Licensed Enrolled Agent, CDFA ® CFP ®, MBA
Testimonial:   Thank you so much! I have been fumbling through the multiple statutes trying to educate myself w/o success. You really do not know how much this is appreciated.
Linda

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