Chad
Germann

Senior Advisor

Schedule a Meeting

Chad
Germann

Senior Advisor

Schedule a Meeting

Get to Know Chad Germann

Chad Germann is a Senior advisor with First Financial Consulting. He believes anyone can have financial success if they will commit to spending less than they earn and investing the difference. This is easy to say but hard to do, regardless of your income level. Thus, he is committed to supporting clients throughout their journey with communication, education.

Chad joined First Financial in 2011 and has worked in the financial services industry for nearly 20 years. He received a Bachelor of Arts degree from Vanguard University and is an Accredited Asset Management Specialist (AAMS). He and his wife Melissa live in Glendora and are active in their local community and church. Chad has coached his son’s soccer team for many years, still plays soccer himself occasionally and loves to travel.

Get to Know Chad Germann

Chad is a Senior advisor with First Financial Consulting. He believes anyone can have financial success if they will commit to spending less than they earn and investing the difference. This is easy to say but hard to do, regardless of your income level. Thus, he is committed to supporting clients throughout their journey with communication, education.

Chad joined First Financial in 2011 and has worked in the financial services industry for nearly 20 years. He received a Bachelor of Arts degree from Vanguard University and is an Accredited Asset Management Specialist (AAMS). He and his wife Melissa live in Glendora and are active in their local community and church. Chad has coached his son’s soccer team for many years, still plays soccer himself occasionally and loves to travel.

Benefits of Working with First Financial Consulting

We Provide 100% Objective Advice

As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

We Look at the Whole Picture

We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.

We Give Advice Whenever You Need It

Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.

Resources

Financial Blog Posts

August 31, 2018 in Bench Talk, Families & Professionals, Financial Planning, Greg Welborn, Investing & Market Commentaries, Preparing For Retirement, Retirement & Freedom

What Makes Fee-Only Different?

Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what they do. It can get a…
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May 1, 2018 in Families & Professionals, Financial Planning, Greg Welborn, Investing & Market Commentaries, Preparing For Retirement, Retirement & Freedom

All You Need to Know About Investing

Investing is a great way to increase your net worth and reach your financial goals. However, there are numerous risks involved with investing in the stock market that many people…
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