Chad earned a Bachelor's degree in Finance from the University of Pittsburgh and a Master of Science in Financial Services degree from The American College. He holds his general securities registrations and insurance licenses, a CERTIFIED FINANCIAL PLANNER^® certification, a Chartered Financial Consultant^®, and a Chartered Retirement Planning Counselor^SM designation.

As a financial advisor with his CFP^® certification, Chad has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP^® certification is one of the most recognized certifications in the financial-services industry.

Chad also holds the Chartered Financial Consultant^® designation. The ChFC^® designation has been a mark of excellence for investment planners for almost thirty years and currently requires more courses than any other investment planning credential. The curriculum covers extensive education and application training in all aspects of investment planning, income taxation, investments, and estate and retirement planning strategies. Chad also holds the Chartered Retirement Planning Counselor^SM designation from the College for Financial Planning. This designation, earned through an intensive program focused on the retirement planning process, enhances his ability to serve clients financial needs.

Chad is a member of the Financial Planning Association, the Society of Financial Service Professionals and the Philadelphia Estate Planning Council. He is also an active member of the Philadelphia Pitt Alumni Club and the University of Pittsburgh Alumni Association. As a professional drummer, he is very involved in the music community and has toured and played in many countries. He resides in the Philadelphia area with his wife, daughter, and son.

CA Insurance License Number 0G61283. Resident State PA

Julie graduated from State University of New York at Oswego with a Bachelor’s in Marketing. She has worked in the financial industry since 2006, and has worked with Friedman Financial, LLC since 2010.

Julie resides in the Philadelphia area with her husband, children, dogs and cats.

Emily graduated from Rider University with a Bachelor’s degree in Business Administration. She joined Friedman Financial, LLC in January 2024 and is excited to be a part of Friedman Financial’s commitment to excellence and financial empowerment.

Emily resides in the Philadelphia area with her husband and dog.