Chad Sheiner, Financial Advisor at RBC Wealth Management

Chad Sheiner, Financial Advisor at RBC Wealth Management I proudly help my clients—YOU—clearly define your financial goals at all stages of life and create a financial road map to meet those goals.

The financial success of you and your family is my priority on a daily basis through financial planning. Air Force Academy graduate helping clients achieve their life goals. The wealth planning approach I take with my clients begins with due diligence on my part to understand the entirety of a client's financial situation. While investments are a key piece of how I help clients accumulate and pres

erve wealth, it is equally important to take a holistic approach through tax planning strategies, estate planning strategies, and risk management. Being a manager of a client's hard-earned wealth and assets means I take a tailored approach with each client. Prior to joining RBC, I spent over a decade in the U.S. Air Force, earning the rare Unlimited Warrant, enabling me to sign and award contracts of any dollar amount on behalf of the Department of Defense. I worked directly with the Pentagon and U.S. Embassies in Ukraine, Poland, Montenegro, Spain, Australia, and Serbia to accomplish our mission of procuring arms throughout the globe. Furthermore, I earned my MBA and passed the Certified Financial Planning exam to enable me to better serve my clients. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

While the NCAA®️ men’s and women’s basketball tournaments are underway, check out our college cost brackets to help you ...
03/27/2024

While the NCAA®️ men’s and women’s basketball tournaments are underway, check out our college cost brackets to help you assess and set your financial goals for educational savings for yourself or your loved ones. https://bit.ly/3vxx5MD

This accomplishment reminds me of the monument I used to walk past every day when going to and from our classrooms at th...
01/18/2023

This accomplishment reminds me of the monument I used to walk past every day when going to and from our classrooms at the Air Force Academy "Man's flight through life is sustained by the power of his knowledge" - by Austin Miller. I am a habitual learner and find joy in learning every day. Let me know if you or your family are interested in getting a better handle on your investments, tax planning, or estate planning.

I had the absolute pleasure of teaching Financial Planning and Wealth Insights to the cadets at Detachment 105 at CU Bou...
07/25/2022

I had the absolute pleasure of teaching Financial Planning and Wealth Insights to the cadets at Detachment 105 at CU Boulder. We talked finance, investing, business, asset mix, life during and after the military, and we covered the importance of taking advantage of all the benefits being active duty military provides! They are off to a great start and it was encouraging to see that the majority of the cadets already have a Roth IRA opened and are working towards creating financially independent futures.

After spending time with these bright students and soon to be Air & Space Force officers, I have confidence that the future of our country's national defense will be in great hands.

Interested in making a difference with your investments? Ask me about the insights in our latest ESG workbook and invest...
09/13/2021

Interested in making a difference with your investments? Ask me about the insights in our latest ESG workbook and invest with a greater purpose. https://bitly.com/3mRGnMP

08/03/2021

Do you use target date funds? Are you aware that the fixed income and value of the bond holdings in target date funds can be significantly diminished should the Federal Reserve raise interest rates? What some consider a safe play for getting to retirement may be riskier than one may think.

We discuss ways in which a trust could be supplemental to your will in your estate planning.
07/28/2021

We discuss ways in which a trust could be supplemental to your will in your estate planning.

The unprecedented surge in shares and home values during an economic crisis is easing the retirement path for those who ...
05/03/2021

The unprecedented surge in shares and home values during an economic crisis is easing the retirement path for those who have savings and investments.

Timing the market doesn't win in the long run (see article for some interesting and eye opening numbers). With the recen...
03/29/2021

Timing the market doesn't win in the long run (see article for some interesting and eye opening numbers). With the recent influx of retail investors, short term trading(day trading) is difficult to sustain a winning record over the long run. Appropriate asset allocation and long term investing is how we grow wealth.

Bank of America has quantified the perils of trying to time the market.

Address

102 S Tejon Street, Suite 46-
Colorado Springs, CO
80903

Telephone

+17193810228

Website

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