Rule #1 - Get Paid
Rule #2 - Stay Paid
The Knowledge to Keep you Paid
As a successful financial advisor at Edward Jones and as a Senior Vice-President of Wealth Management at UBS, Chad has been at the forefront of providing timely and strategic advice. He has in depth experience working with high - net worth and ultra-high net worth individuals and families.
His ability to translate complex financial concepts into actionable communications has resulted in clarity and comfort for his clients.
Driven by a passion to make a lasting impact on the financial well -being of athletes, Chad formed the consulting and financial education group, Athlete Partners Group (APG).
The consulting group is dedicated to transparency and advocacy for the athlete. At Athlete Partners Group, we do not manage your investment accounts. At APG, Chad uses his 17 year career, clean U-4 and unique ability for clarity creation and clear communications to help you, the Athlete, become CEO of your brand and assets.
We work alongside you and your family and help you communicate to your financial advisor. APG assists you in communicating your goals and aspirations to your advisor(s), as well as translating the financial terms and jargon of the industry.
About APG
Chad Smith is the founder and CEO of APG, Athlete Partners Group, a groundbreaking company specializing in financial education for athletes.
Chad embodies a strategic visionary and an innovative spirit within the sports and wealth management industries. Chad has a passion for driving positive change and fostering growth. Driven by his steadfast commitment to instigate positive change, Chad has left an indelible mark across diverse industries. Chad blends his history as a high-level basketball coach and trainer with his 20+ year career in wealth management.
Shaped by his tenure as the director for Social Development through Sports at Central Area Youth Association (CAYA), and pioneering the first select basketball program at the Rainier Vista Boys & Girls Club, situated within the Rainier Vista public housing project in Seattle, WA, Chad's journey reflects a profound dedication to community empowerment.
Chad wears his heart on his sleeve, channeling unwavering passion to empower both his players and clients to unlock their fullest potential and achieve life's goals.
Education
Chad holds a degree in American Ethnic Studies from the University of Washington and is currently a Master's Canidate at the University of Washington Center for Leadership in Athletics. His academic foundation, coupled with years of hands-on experience in wealth management, has equipped him with the knowledge and insight crucial for navigating the financial intricacies of the sports industry.
Professional Background
As a Senior Vice President in Wealth Management at UBS located in downtown Seattle, Chad Smith has been at the forefront of providing strategic financial advice to high-profile clients. His expertise in crafting tailored wealth management solutions has earned him recognition as a trusted partner for athletes navigating the complexities of financial planning. Chad's commitment to empowering athletes with financial knowledge has made him a trusted advisor in the industr
Key Achievements
Driven by a passion to make a lasting impact on the financial well-being of athletes, Chad has recently founded his own consulting group, The Athlete Partners Group. This venture is dedicated to delivering specialized financial guidance designed to address the unique needs and challenges faced by both professional and college athletes.
Throughout his career, Chad has achieved notable success, earning the trust of athletes and industry peers alike. His ability to translate complex financial concepts into actionable plans has resulted in significant financial milestones for his clients.
Ready to find out more?
Click below to schedule at consultation with APG.