Chad Kimble

Director of Client Success

Chad Kimble

Chad serves as a Director of Client Success for Facet Wealth, bringing over 20 years of experience as a client relations and service industry provider based in Tampa, Florida. As an accomplished Financial Advisor and former public school teacher, Chad sets high standards and expectations to meet the needs of each advisor and client by providing assistance in a timely, friendly, and proactive manner—all with a smile and positive attitude. Chad is a Certified Financial Planner™ (CFP®), Certified Retirement Plan Counselor® (CRPC®), Chartered Financial Consultant® (ChFC®), and Chartered Special Needs Consultant® (ChSNC®). 

Chad enjoys spending quality time with his family and bowling.

Education: American Intercontinental University, (MED), City University of NY (BFA)

"Who is John Galt?"

Get to know Chad

Chad Kimble and his sons

My boys, before they got much taller than me.

Chad Kimble and his wife

Me and my wife. We look good in this picture!

Chad Kimble's cat PopCorn

My cat, PopCorn.

Chad Kimble and son with superheroes

With some superheroes on Broadway.

What was the best concert you ever attended?

My wife and I attended a Beyoncé concert. The concert was fun, but on the way home our car got a flat tire and while we were waiting for the tow truck we got a chance to just sit and talk. It was nice.

What's the best meal you've ever had?

Apple raisin french toast during a trip to Napa Valley. I don’t know if it was the all the wine tastings the night before, but that was some good french toast.

Who would you most like to swap places with for a day?

My wife, only because she keeps recommending it.

What are some of your pet peeves?

I don’t like green peas on my plate. I don’t know why.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.