As a CERTIFIED FINANCIAL PLANNER™ professional, I can serve clients with complex financial goals, which includes risk management and short- to long-term investing strategies. I am open to partner with both individuals as well as businesses to meet their financial goals no matter if you're just starting to invest or are an avid investor.

I chose to become a financial advisor with Edward Jones because of the culture and camaraderie within each branch and the home offices. The dedication and devotion Edward Jones financial advisors show each day to their clients is amazing, and I wanted to be a part of it. I couldn't be happier.

I traveled one day through Santa Barbara before my senior year in high school and knew that this was where I wanted to live. I spent that year working three jobs to afford the move from San Antonio, TX. The day after graduation, I hit the road. For those of us lucky enough to live in this area, we know what a special place it truly is. Between the beaches, the mountains, the climate and diverse population, Santa Barbara and Montecito has something to offer everyone.

Growing up in a single parent middle-class household, my values toward money and investing grew strong. I began self-learning at a young age, but always felt it was a necessity rather than a career choice. I put myself through school and ultimately graduated from UC, Santa Barbara with BAs in both psychology and philosophy. After college, I traveled the world, backpacked through Europe, lived in London, New York City, Los Angeles and Austin and came back to Santa Barbara... Where I belong. I had saved enough and invested wisely, so was able to purchase a home in 2011 and couldn't be happier within this vast community. I'm proud to call it home and work with such amazing people.

Chad Valchar, CFP®
[email protected]
Ph. (805) 565-8793
Fx. (877) 257-1824

Focus areas

  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • LGBT Finances
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Woodworking
  • Vintage Cars
  • Volunteering
  • Motorcycles
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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