Chad Thomas, CFP®, SE-AWMA™

Chad Thomas is a Senior Financial Advisor at Center Street Capital Advisors with over a decade of experience in the financial services industry. Specializing in assisting families, retirees, and business owners in achieving their financial objectives, Chad’s primary focus areas include retirement planning, retirement income planning, and goal planning. He adopts a comprehensive approach to the planning process, helping ensure that all aspects of his clients’ financial well-being are taken into consideration.

Chad’s financial services career began at Wells Fargo, where he quickly rose through the ranks over the course of five years. Starting as a part-time teller at the Bank, he eventually transitioned to the role of Premier Banker before making the move to become a Financial Advisor at Wells Fargo Advisors.

Chad is passionate about the pivotal role that investment planning plays in our lives and takes great satisfaction in helping his clients realize their financial aspirations.

A graduate of Kean University with a Bachelor of Science degree, Chad has earned his Master of Science in Personal Financial Planning which is a graduate-level program designed to prepare financial advisors to guide clients in achieving their financial goals. He also holds the CERTIFIED FINANCIAL PLANNER® certification, demonstrating his commitment to upholding the highest standards of professionalism and expertise in the field. To earn the CFP®, he completed hundreds of hours of rigorous courses and examinations. The certification process involves a broad range of advice and skills, setting CFP® practitioners apart from other professional advisors who usually specialize in just one area of a client’s financial life.

Chad has also earned the Sports & Entertainment Accredited Wealth Management AdvisorSM designation. The SE-AWMA®, provides him with the specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth. The coursework to earn this designation includes developing skills to help him analyze and evaluate different planning strategies, including qualitative planning, trusts, investments, employee and retirement benefits, cash flow and tax planning, business planning, and estate planning.

Outside of work, Chad enjoys spending quality time with his family and staying active through regular workouts. He is married to his wife, Nina, and they live in Morris Township. Together, they are relishing the joys of parenting their daughters Lily and Lana.