Chad Albano is an Executive Director with Global View Capital Advisors and has nearly two decades in the financial services industry. Chad holds a Bachelor of Business Administration in Accounting from the University of Wisconsin - Whitewater. Prior to this role, Chad had over 10 years experience in various roles within corporate finance and accounting, ranging from tax, financial reporting and planning, distribution and manufacturing. One of the proud achievements for Chad in his former career was having passed the Uniform CPA Exam on his first attempt back in 1999.
In his role at Global View, Chad has 3 main areas of focus: (On the individual side) planning for Baby Boomers and pre-retirees, helping companies improve their 401(k) while protecting plan sponsors and trustees from fiduciary liability, and working with companies come up with Advanced Plan Designs that focus on helping management teams fill the gaps in their succession planning, key person protection, executive incentive plans and employee retention.
Chad is married to his best friend and biggest supporter, Nicole, and has 2 daughters. Faith in God plays a key role and serves as a moral foundation in his life. Chad values continued learning and growing, mentoring and cultivating others, public speaking, and enjoys family time, camping, fishing and personal defense training.
BUSINESS PHILOSOPHY:
Being placed in a trusted position by my clients is both a privilege and responsibility. In my years of helping clients I have found that the common need – whether millionaires, business owners, to those just getting help for the first time – has been education. Therefore, my philosophy has always been to provide education to help my clients be empowered and better equipped to make better decisions with respect to their finances. I then provide the guidance along the way as well as access to the solutions that may fit their particular needs. In the end, I strive to always make it a win-win with my clients and value cultivating a long-term relationship with each of them.