Chad

 

Sepulvado

Chad Sepulvado is the co-founder of Prosper Financial Planning and has been serving clients in the financial services industry since 1996. Chad has a gift for connecting with people and prides himself on being able to make complex concepts simple for everyone, from the beginner to the advanced investor. He knows that everyone’s financial journey has to start somewhere, and he wants to see it begin well.  

Chad’s love for the financial markets and investing began in the 7th grade when he was first introduced to the stock market. Through years of study and training, his passion grew into the desire to share his knowledge and expertise with others.

At an independent firm, Chad learned the business from the file room to the board room as a financial advisor, before being offered the opportunity to work in the corporate side of the industry at a top-tiered firm, where he raised over $2 billion dollars in assets. This cross-training experience increased his knowledge and continues to be one of his greatest assets. He returned to advising to be able to form relationships with his clients and make a difference in securing their financial future.

A Louisiana native, Chad earned his bachelor’s degree in finance and economics from Louisiana State University in Shreveport. He is an Accredited Investment Fiduciary, Certified Annuity Specialist, Certified Fund Specialist, and holds the Series 6, 7, 63, 65, and 24 licenses.

Chad currently lives in Birmingham, Alabama, with his wife, Courtney, and their two sons. In his spare time, he enjoys spending time with family and friends, playing golf, attending sporting events, and most things outdoors. He also serves his church in community outreach and legacy ministry.