Chad FosterCFP®, ChFEBC℠, CDFA®

What do you value most in your client relationships?

Getting to learn about my client’s journey on how they got where they are today. Everyone has a unique path and the way they get there is fun and interesting to learn.

What sparked your interest in financial planning?

My senior year of college I interned at a fee only RIA where it was just two advisors. Both advisors had such passion for their job and the industry that it rubbed off on me. Since I have graduated from college, this is the only profession I have known!

When you retire you’re going to…?

I am going to continue to spend as much time as possible on my bikes, whether it is on the road or mountain trails.

Where did you grow up?

I grew up in a small New England town outside of Boston but now reside in Asheville. I will forever be a fan of all Boston sports teams.