Chad Anderson is the Director of Retirement Plan Services with Presidio Wealth Management. Chad brings over 20 years of experience from his work in the financial services industry. His extensive experience allows him to more fully understand and assist the needs of retirement plan participants and plan sponsors.
Chad started his career at Fidelity Investments in Salt Lake City where he provided service and education to plan participants. He moved his family to the Minneapolis / St. Paul area where he excelled as the Retirement Plan Counselor at Fidelity, covering a three state region of Minnesota, Wisconsin, and Nebraska. Chad spent the last 9 years working at Transamerica as a Senior Retirement Counselor. He holds Series 7,63, 65, and Utah State Insurance licenses.
Chad truly cares about his clients. His strengths lie in building trusted relationships that foster meaningful collaboration. Also, having conducted thousands of individual retirement consultations, he excels at delivering education that really helps his clients take steps to improve their retirement readiness.
Chad earned his Bachelor of Science in Finance from the University of Utah and his M.B.A. from Westminster College. He also holds the Chartered Retirement Planning Counselor designation and speaks fluent Spanish. He and his wife Rachel, are parents of 4 wonderful children and live in Centerville, UT.