Chad P. Trevithick, CFP®

Chad P. Trevithick, CFP®

Chad P. Trevithick, CFP® joined SEFG in January, 2018 and serves as a Financial Analyst. Since joining the financial services industry in 2003, Chad's investment and wealth management experience as a Financial Advisor, District Manager and Managing Associate with boutique and nationally recognized financial planning & wealth management firms has afforded him the opportunity to advise individuals and companies utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and real estate. Chad is a registered assistant with Liberty Partners Financial Services, LLC, a FINRA and SIPC member, and registered broker/dealer.

Mr. Trevithick is a graduate of Newman University in Wichita, Kansas where he earned a triple degree in Business Administration, Marketing & Management. Chad is a CERTIFIED FINANCIAL PLANNER™ professional.