Chad Leatherwood, CFP® is an independent wealth advisor with over 19 of years of experience. He works with a select group of families and business owners throughout Southwest Florida. Chad focuses on helping retirees and those preparing to retire manage their resources, protect their wealth and maintain their lifestyle.
As a CERTIFIED FINANCIAL PLANNERTM professional, Chad Leatherwood has met the rigorous requirements necessary to hold this prestigious certification, representing a high level of competency, ethics, and professionalism. Attainment included completing an approved, college level, comprehensive course of study and passing the challenging CFP® Certification Exam.
With extensive experience in investment management and comprehensive wealth planning, Chad is a member of our executive investment committee. Chad enjoys the collaborative environment here at Summit Wealth Partners in addressing the most challenging wealth management issues.
Chad is the founder of Signature Financial Strategies, LLC, where along with the resources and capabilities of Summit Wealth Partners, LLC, he fully addresses the financial planning, investment management and wealth protection needs of the clients he serves.
Outside of his professional work, Chad can often be found spending time with his lovely wife Wendi and their two children. Chad enjoys experiencing unique food, reading, working out, and saltwater fishing.