Chad Jaffee, CFP®

Vice President
Head of Planning

As our in-house Rumikub ringer, we were excited to have Chad as an integral member of the firm’s team. For nearly a decade, Chad has been using his innate ability to synthesize information and numbers—bringing them to life in a succinct and orderly fashion for clients via financial planning and modeling tools.

Chad’s work at the firm focuses on helping our clients with balance sheet analysis and cash flow modeling across their entire financial lives. He also advises on wealth structuring and asset protection techniques, always balancing the natural tension between optimizing for estate and income tax mitigation. His experience with current and cutting-edge estate planning techniques provides the necessary component parts for the firm to help architect each of our clients unique, and customized financial plans.

An avid athlete throughout his life, he is big fan of both being a spectator of his hometown Philadelphia sports teams and his alma mater (Indiana) as well as an active participant (football, basketball and baseball). He is looking to convert his baseball swing into one that will be more effective across the back 9 vs 9 innings.

On the weekends Chad can be found spending time in Manhattan with Indy and Denny—his two beloved cats…as well as his third love, Morgan, his wife.


Discover how we can help you create true wealth.