Chad White is the Founder and President of Safe Harbor Wealth Management. Chad began his career 19 years ago with CJM Planning Corporation Inc. He later joined First Union/Wachovia Securities as Assistant Vice President, and Securities Principal overseeing licensed investment representatives in five area branches and more than 3,000 client accounts. Enjoying his work with retirees, Chad decided to create his own practice to serve the specific needs of retired or soon to be retired investors. Chad devotes his time to understanding his clients’ needs and implementing investment strategies to pursue their financial goals. Chad became an AIF® (Accredited Investment Fiduciary) designee in 2004 in conjunction with fi360 through the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. A devotee of continuing education in 2009, Chad earned the prestigious CIMA® (Certified Investment Management Analyst) designation offered through the Investment Management Consultants Association in conjunction with the Wharton School of Business. Chad is a graduate of Raritan Valley College and holds security registrations 6, 7, 24, 63, and 65 with LPL Financial. He is fully licensed in New Jersey life and health insurance, and offers Securities and Advisory Services through LPL Financial a Registered Investment Advisor, Member FINRA/SIPC.