Chad Urschel, CFP®
Financial Planner
Chad has worked in the Finance Industry for over a decade. Starting his career with one of the big banks and also working in the insurance industry where he has amassed a wealth of knowledge in all areas of Financial Planning.
With a customer centric strategy Chad and his clients develop an individually personalized Financial Plan, helping create whatever financial freedom means to them. He has his CERTIFIED FINANCIAL PLANNER designation.
Chad is married with one young son and a daughter on the way. He loves all sports and although sometimes challenging; is an avid Oilers fan. He loves to travel and spend his spare time with friends and family.
Insurance products available through Urschel Financial Ltd.
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