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Chad Kreda

Associate Financial Planner

Professional Experience

Chad joined Sentinel Benefits & Financial Group in 2020 as an Associate Financial Planner. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc.
 
Chad offers fee-based investment management and financial planning services to businesses, individuals and their families. He provides education and guidance to plan participants to help maximize their retirement benefits in an effort to become retirement ready. For institutions, he works closely with plan sponsors to help implement custom retirement programs and employee benefits packages and provide fiduciary governance.
 

Educational Background and Certifications

  • Michigan State University, East Lansing, MI – Bachelor of Arts – Finance with a minor in Insurance and Risk Management
  • FINRA Series 65