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Chad Chubb, CFP®

Founder, WealthKeel LLC

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™ and the founder of WealthKeel LLC. He works alongside Gen X & Gen Y physicians to help them navigate the complexities of everyday life by crafting streamlined financial plans that are agile for his clients' evolving needs. He helps them to utilize their wealth to free up time and energy to focus on their family, their practice, and what they love most.

Chad is an established thought leader and part of the InvestmentNews 40 Under 40 Class of 2020. He has been featured in some of the nation's top news outlets, including CNBC, Forbes, U.S. News and Yahoo Finance. He is frequently featured on Philadelphia's NBC 10 and speaks to residents and fellows at hospitals nationwide about financial wellness and student loans.

Phone: 267.590.9533 | E-mail: chadchubb@wealthkeel.com | Website: https://wealthkeel.com | Facebook: www.facebook.com/wealthkeel |
LinkedIn: www.linkedin.com/in/chadchubb

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estate planning

2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?

Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you…

July 28, 2021

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mortgages

Things to Consider Before You Refinance Your Mortgage

With mortgage rates hovering near all-time lows, refinancing is on many homeowners’ minds right now. Are you a good candidate?

February 16, 2021

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investing

5 Time-Tested Tactics in Bear Markets

Investors have been through the wringer since March. These five tips will serve them well going forward.

August 24, 2020

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tax deductions

Do You Qualify for a $300 Tax Deduction Under the CARES Act?

What is the new above-the-line universal tax deduction, and how does it work?

August 23, 2020

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retirement

A Financial Crash Course for Those Getting Married

Marital bliss and financial preparedness go hand in hand. Here's a little of list of money topics to cover well before you take a walk down the aisle.

March 20, 2020

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spending

What Do You Need to Budget for a Baby These Days?

Take a look at some of the costs parents should consider when having or adopting a child. The total figure for raising a child may seem astounding, bu…

March 2, 2020

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retirement

How to Build Your Wealth in Your 40s

Retirement is still years away, but it's closer than you think. This is the decade to get your financial ducks in a row.

January 21, 2020

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retirement

How to Build Your Wealth in Your 30s

You're being pulled in so many directions at this stage of life, and so is your money. To set yourself up for a successful financial future, start by …

January 20, 2020

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retirement

3 Vital Financial Planning Stages for Gen X & Gen Y

You may think you’re too young (or poor) to start working on a retirement saving plan, but actually now is the perfect time.

October 31, 2019

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retirement

A Forgotten First Step in Wealth Creation: Emergency Funds

Putting aside money for a rainy day (and it WILL rain one day, don't kid yourself) can pay off in many ways, including lowering your stress.

July 8, 2019

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Paying for College

Student Loans: To Solve the Problem, Understand the History

It's no secret that college students today are in a bind. To avoid the pitfalls of crushing student debt, take a look at how we got into this sticky s…

June 10, 2019

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college

High-Earning Millennials Have a Surprising Student Debt Problem

You might think that HENRYs (High Earners, Not Rich Yet) would be doing just fine after college, but they're in serious debt just like most other new …

May 29, 2019