Chad Restori is a First Vice President and a CFP® Practitioner with Baird. Chad works with individuals and families to provide guidance in the areas of investments, retirement planning, tax, insurance, charitable giving, and estate planning. He strives to develop a close personal relationship with his clients, which adds deeper meaning to each individual’s goals and objectives.
Chad takes pride in educating his clients. Through a comprehensive financial planning approach he helps his clients understand how he can help properly manage all areas of their financial picture more efficiently. This allows his clients to spend less time worrying and spend more time doing the things they have been dreaming of.
Chad’s mission is to become and remain his clients’ most trusted advisor.
In addition to his work with individuals, Chad also works with small to mid-sized businesses to establish or
improve their company retirement plan, provide employee education, and counsel owners and executives on incentive programs and exit strategies.
Chad graduated Magna Cum Laude from Coastal Carolina University with a degree in Finance. He is involved in his community, serving on the Board of Directors for East Liberty Development Inc. and the Central Catholic High School Finance Committee.
Chad and his wife Katie recently welcomed their son, Elliott to the world. They live in East Liberty with their cat Ollie and enjoy spending their time traveling, trying new restaurants, and practicing yoga.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.