After over 25 years in the Information Technology field, with much of that time spent in leadership roles, I found my true passion wasn't in day-to-day technology work but in mentoring others, particularly in finance and career planning. While I enjoyed helping teams succeed in their technical endeavors, what truly excited me was guiding individuals to achieve their financial goals and build meaningful careers.
This passion led me to found Custom Fit Financial. I wanted to create a space where I could combine my love for mentoring with my expertise in financial planning. At Custom Fit Financial, my goal is to provide personalized financial guidance that helps clients navigate their unique financial journeys with confidence. I believe that everyone deserves a tailored approach to their finances, one that considers their individual background, goals, and aspirations. Custom Fit Financial offers financial planning services in Cedar Rapids, Iowa City, and throughout Iowa, with virtual options available for clients anywhere in the United States.
Chad is a CFP® Professional and a member of XY Planning Network, The National Association of Personal Financial Advisors (NAPFA), and Fee-Only Network.
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