Chad R. Justice, AAMS, CFS

Founder & CEO, Managing Principal

Chad Justice, founder of Collaborative Wealth Management, Inc., is a veteran of the financial planning industry. His planning experiences provide for the environment that led to his realization of his client's desires and ways to most effectively and efficiently manage their accumulated wealth.

Chad's entrepreneurial and corporate finance studies at Baylor University, Waco, TX, coupled with his 2 years working at Ameriprise Financial as a financial planner have enabled him to create Collaborative Wealth Management, Inc. He received numerous awards and honors while working as an employee for Ameriprise Financial.

Chad is registered with the FINRA as a General Securities Representative (Series 7), and holds a securities qualification (Series 66) and insurance (Life and Health) license in multiple states. He is designated as both an Accredited Asset Management Specialist and Certified Fund Specialist through accredited financial universities and is currently studying for his CERTIFIED FINANCIAL PLANNER™ designation.

Chad's areas of expertise are Investment Management, Estate Planning and Retirement Planning. His primary objective is to build loyalty among his highly targeted client base while growing a closely held firm of specialists ready to work collaboratively for families and business owners.