Your Retirement Doesn't Have to Follow the Market

Today, we're joined by Chad Taylor, founder of Seapoint Wealth Advisors and an eight-time 5-star Wealth Manager. With over 20 years of experience navigating complex market cycles, Chad helps high-net-worth families and business owners focus on what they can control: their plan. He joins us to share how he brings predictability to financial futures.Chad Taylor began his financial services career in 1997, soon after graduating from Texas State with a finance degree. For most of his career, he has worked with large brokerage firms, most recently with UBS Financial Services, where he was Sr. Vice President of Wealth Management.In 2021, after considering what was best for his clients, he decided to launch his independent financial services firm and founded Seapoint Wealth Advisors. Chad works with high-net-worth families and small businesses on wealth creation and preservation strategies. In his 20+ years of experience, his investment process has helped guide his clients through some incredibly challenging market cycles. Chad’s job is to convey predictability to the things we can control. We cannot control the markets, but we can control how we plan. Personal attention, open communication, and quality service stand as the fundamentals of his service commitment, a commitment outlined at the beginning of every relationship. This dedication and experience helped him to be voted an eight-time 5-star Wealth Manager by San Diego Magazine* and recognized as one of San Diego’s 500 Most Influential People for 2025 by the San Diego Business Journal.Chad earned his CERTIFIED FINANCIAL PLANNER TM designation in 2006. He earned his Personalized Financial Planning degree from San Diego State University in 2005 and his BBA specializing in Finance from Texas State University in 1997. Business: Seapoint Wealth Website: www.seapointwealth.comSocial Media: LinkedIN - https://www.linkedin.com/in/chadtaylorwealthmanagement/Facebook - https://www.facebook.com/chad.taylor.3720/Instagram - ctaylor1451  Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing. Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.