Professional
Before Chad Wing can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your personal goals, you need to get to know Chad.
Chad Wing has been a part of the financial service industry since 1995. Joining the Arizona Vlasta Duffy Agency in 2003, Chad has been the Investment and Annuity Specialist. Chad Wing holds a bachelors degree in Economics and Business from St. Norbert College in Wisconsin.
Chad believes long-term client relationships are based on trust and outstanding customer service. In his free time, Chad enjoys spending time with his wife Lindsay, his family, and friends. Chad also enjoys golfing, working on house improvements, and staying informed on ESPN.
Chad has earned the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and CERTIFIED FINANCIAL PLANNER™ (CFP®) certifications.
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
The Chartered Life Underwriter® (CLU) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation, and distribution of the economic values of human life. The CLU program provides insights into the life insurance business, its importance to the economy, its operation and distribution systems, and its resurging importance for safe and secure investments. CLU designation is the common bond for continuing growth and commitment to professionalism.
CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners are required to complete extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement planning. Attaining the CFP® designation takes experience and a substantial amount of work. CFP® professionals must also complete continuing education programs each year to maintain their certification status. Working with a CERTIFIED FINANCIAL PLANNER™ practitioner guarantees that you are working with someone who has a high level of expertise in the field of financial planning.
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