Chad Mortenson
Chad Mortenson Owner, Mortenson Financial Services Financial Advisor, RJFS

Since May of 2012, Chad has been helping investors like you through the process of pursuing their financial goals so they can focus on the most important things in life. With the insight and industry knowledge that come with nearly 12 years in the business, Chad provides his clients the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning, college planning, wealth management, and more.

Chad is originally from Kodiak, Alaska, and is a graduate of Azusa Pacific University, where he earned a bachelor’s degree in finance. Chad and his wife, Ally, have two children, Berkley and Chandler. In his free time, Chad enjoys golfing, basketball, skiing, cycling, and spending quality time with his family.

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