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Chad's email & phone

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Investment Advisor at Voya Financial|San Jose, California, United States

Position:

Investment Advisor at Voya Financial

Location:

San Jose, California, United States

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Last updated: 2026-02-23
Updated: 2026-02-23

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Work Experience 13 years

Investment Advisor at Voya Financial

Jan 2024 - Current

Financial Planner at Blankinship & Foster, LLC Fiduciary Financial Advisors

Jan 2022 - Jan 2024

Vice President of Financial Planning at Dash Investments

Jan 2019 - Jan 2021

Financial Planner at Dash Investments

Jan 2018 - Jan 2019

Financial Planner at Silver Oak Wealth Advisors, LLC

Jan 2017 - Jan 2018

Paraplanner at David White & Associates

Jan 2016 - Jan 2017

Health Services Manager at Homebridge, Inc.

Jan 2014 - Jan 2016

Case Management Supervisor at Community SeniorServ

Jan 2013 - Jan 2014

Chad started working in 2013, then the employee has changed 6 companies and 5 jobs. On average, Chad works for one company for 1 year 6 months.

Education

(CFP) Certified Financial Planner Program at Santa Clara University

MS Healthcare Administration at California State University-East Bay

BS Healthcare Administration and Management at California State University-East Bay

Frequently Asked Questions

What is Chad's minimum period of employment in the companies?

Chad's minimum period of employment in various companies is 1 year.

What is Chad's average duration of employment for different companies?

On average, Chad works for one company for 1 year 5 months

What industries has Chad worked in?

Chad works in the Financial Services. Previously, Chad worked in the Hospital & Health Care.

What positions has Chad held before?

Previously, Chad worked as a Financial Planner, and Vice President of Financial Planning, and Paraplanner, and Health Services Manager, and Case Management Supervisor.

How do I contact Chad?

Chad's phone number is +1-***-***-6712. Sign up to get contact details.

Who are Chad's peers at other companies?

Chad's peers at other companies are Mohamed Saifuddin and Devagya Verma and Ayesha Qadri

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