Who We Are

Chad Ensign is a financial advisor focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. He founded his independent company to better serve clients by providing a wide range of products.

As a child, Chad enjoyed working with numbers and was gifted in math. He was introduced to the world of financial services at a young age through friends and family. He grew to love teaching others the importance of managing their money. However, the financial world Chad was introduced to was a captive insurance firm. Chad wanted to give his clients a broader range of products to choose from to help them decide which options are right for their individual situation.

Now the head of his own independent firm, Chad enjoys sharing his knowledge with clients to help them understand ways to make their money work for them. His philosophy is to enjoy your money while you have the health and energy to do so.

Chad has passed the Series 65 securities exam and is an Investment Adviser Representative. He also is a Retirement Income Certified Professional (RICP). He holds life and health insurance licenses in several states, but his primary focus is in Arizona, Utah and California. Chad earned his bachelor’s degree in communications from California State University at Sacramento. He also is a contributing author to Kiplinger online.

Away from the office, Chad enjoys spending time with his wife, Bailey, and his six children. His family lives in Mesa, Arizona. Chad coaches his kids’ sports and enjoys boating and being outdoors.

The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.