Chad Whitzel, AFC®, Curio Wealth Associate Financial Advisor

Chad Whitzel, CFP®, AFC®

Financial Advisor
Chad Whitzel, AFC®, Curio Wealth Associate Financial Advisor

Equipped with a comprehensive skill set and dedication to continuous learning, Chad is a Financial Advisor at Curio Wealth. 

Chad earned his CERTIFIED FINANCIAL PLANNER™ designation and became an Accredited Financial Counselor® in 2023, cementing his commitment to maintaining the highest standards of expertise and ethical conduct. His academic prowess includes a Master of Family and Consumer Sciences with a specialization in family financial planning and financial counseling from Iowa State University. Furthermore, he earned a Bachelor of Arts in Business Administration with concentrations in accounting and finance from Bridgewater College .  

As an advisor, Chad actively engages in the entire financial planning process, collaborating closely with lead advisors to ensure optimal client service. His responsibilities include client planning, participating in update meetings, and addressing ongoing service needs. A unique quality that sets Chad apart is his innate passion for learning. This quality fuels his personal growth and positions him as a valuable resource, enabling him to grasp diverse planning styles and provide insightful contributions to his team.  

Beyond his professional achievements, Chad actively contributes to the financial planning community. He serves on the AFCPE® Government Relations Task Force, showcasing his dedication to advancing the industry.   

Looking ahead, Chad envisions a future where he continues to grow his expertise in tax planning, education planning, and financial counseling. His career aspirations include teaching aspiring financial planners in a higher education setting, contributing to local financial education non-profit organizations, and improving consumer advocacy policy and financial empowerment. Chad’s profound appreciation for learning reflects his belief that education is a powerful tool for understanding diverse perspectives, connecting with people, and fostering fundamental human connections.  

In his free time, Chad enjoys immersing himself in new activities. Whether through travel, appreciating diverse cuisine, or his never-ending curiosity, Chad is passionate about learning something new about the world at every chance.  

Schedule an initial consultation with Chad.

Certifications and Education

What is the most beautiful place you've seen in person? Can you briefly describe how it made you feel?

“I love to travel, so this is difficult to narrow down, but the most beautiful place I have seen in person is Copenhagen, Denmark. Perhaps due to the Danish hygge, Copenhagen provides a place of comfort and peace that I haven’t felt in other cities. There isn’t one specific example of why it feels so comfortable, but the feeling of contentment is palpable—from the beautiful green spaces and architecture to the amazing food scene and the friendly people.”
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GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect