Chad Katunar is an Investment Representative with the Heart Wealth Management Group of Raymond James. Focused ardently on building and nurturing relationships with new clients, Chad aids individuals and their families in wealth creation and sustenance. He, alongside his team, offers invaluable guidance to clients during pivotal life transitions, be it retirement, a career shift, or significant family changes like the birth of a child.
Being proficient in multiple financial avenues, Chad supports his clients in navigating the intricate maze of financial planning, investment strategies, and insurance recommendations. His broad-based experience positions him aptly to serve a diverse clientele, encompassing corporate clients, high-net-worth individuals, and other professionals.
An alumnus of the University of Notre Dame in South Bend, Indiana, Chad holds a Bachelor of Business Administration, majoring in both Finance and Economics. He has further distinguished himself in the financial sector with the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) credentials. On the horizon is his expected achievement of the Chartered Life Underwriter (CLU®) by spring 2023.
His unwavering commitment to excellence is not just restricted to finance. As a former goaltender for the University of Notre Dame Fighting Irish NCAA Division I Hockey Team, Chad balanced rigorous academics with a demanding athletic schedule, showcasing his discipline and multifaceted talents. This dual dedication has undoubtedly contributed to his success.
With his extensive expertise and genuine commitment to client success, Chad stands as a beacon of professionalism and dedication in the financial world.