With a background in applied mathematics and experience as an analyst, I am now a financial advisor who serves serious long-term investors. As such, I know how important it is to understand each of my client’s needs, dreams and goals prior to carefully crafting a properly balanced and diversified strategy to help achieve those goals.
COMMITMENT TO EXCELLENCE
Whether I am working with an individual or family to develop personalized investment strategies, or with a business owner to design and implement a retirement plan to benefit them and their employees, my clients are my first and only priority.
I decided to join Edward Jones in 2016 because the company’s values so closely align with my own. I know that I can depend on the firm's almost 100 years of knowledge and resources to support my clients the way they desire and deserve. Like me, the firm believes in really listening to our clients. Our 5-step process begins by asking what's important to you and why, and our financial strategies are then custom tailored to your situation.
What I love most about what I do is that every day I get to contribute to the success of my clients by developing strategies that help them make some of the most important financial decisions of their lives.
I have a degree in applied mathematics from UC Berkeley. Prior to Edward Jones, I worked as an analyst for an executive sourcing company, which offered me countless opportunities to speak with C-level executives about business and finance. Previously, I was a professional baseball player and in my off seasons, I would teach math and tutor. These experiences enabled me to develop a strong work ethic and level of focus that I bring to every client relationship.
A native of Ukiah, I now live in Novato, CA with my wife, Lauren, and my daughter, Ender. Outside of work, I enjoy fatherhood to its fullest and spending time with my wife. I enjoy CrossFit and I recently began playing in a men’s baseball league.
Office Address1121 4th Street
San Rafael, CA 94901
Phone NumberChad T Bunting at (415) 521-5474
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
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