ChChad W. Gutner, CFP®, AIF®
Chad Gutner joined Samuel Financial LLC in 2011 and is a partner in the firm. He is responsible for the management of the firm’s retirement plan consulting business and serves as wealth management advisor to individual clients. Chad brings to Samuel Financial more than 16 years of experience in the financial services industry, including 10 years providing direct advisory services to clients. Chad is a frequent speaker at industry conferences where he shares his expertise about bettering retirement plan experiences and outcomes for employers and their participants. Chad was named one of the top 50 retirement plan advisors in the country under 40 years of age by the National Association of Plan Advisors* in 2014 and 2015.
Prior to joining Samuel Financial, Chad held positions at John Hancock, Wealth Management Group LLC, and Commonwealth Financial Network. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary (AIF®) designee. He earned his BA in community development and applied economics from the University of Vermont. He maintains the Series 6, 7, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network, and holds Life & Health Insurance licenses in Massachusetts, New York and Maine.
Chad resides in Cohasset, MA with his wife, Kelly, and his children Crosby and Hazel.
*The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 217 advisors were considered for the award. 50 (23% of candidates) were recognized. This award is not indicative of the wealth manager’s future performance. Your experience may vary. For more information, please visit: www.napa-net.org.