Chad Coe

Chad Coe


Financial & Non Profit

Chad L. Coe, CWS, is an internationally recognized expert in wealth management strategies. He founded Coe Financial Group, Inc. in 1998 and is known for his values-based approach and focus on both personal well being and financial security. Chad specializes in structuring programs based on personal values, objectives, and risk tolerance. Another dimension of services offered at Coe Financial is the customization and management of portfolios for estate preservation as well as optimization in times of transition.

Chad is also a highly respected business coach and connector of business people. He encourages and motivates others to assert themselves positively in the world and, ultimately, to give back. He presides over several influential networking groups and is the author of “The Power of Peopletizing: Networking Your Way To Financial Freedom.” Chad is an international speaker whose keen insight into human interaction and ability to make quality business connections to be effective in today’s “Relationship Economy.”

Through his strategic networking groups, Chad’s goal is to use his enthusiasm, passion, optimism and success strategies to inspire and empower other influential business leaders to achieve their goals.

Chad is imbued a philanthropic spirit that is inspirational. As Founder and President of Special Kids Network, a 501(c) 3 that supports several charitable organizations, which serve children with special needs, Chad and his supporters raise important revenues throughout the year by hosting first class fundraiser events throughout Chicagoland.

Chad holds licenses Series 6, 7, 24, 51, 63, and 65 and is an Investment Executive with First Allied Securities. Coe Financial Group Securities are offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA/SIPC. Chad is also an active member of First Allied Securities Representative Advisory Council.