Broker Check
Chad Wilkinson, AIF®, CFS®

Chad Wilkinson, AIF®, CFS®


Chad Wilkinson started Valiant Retire out of a passion for perfection for his clients. He has almost 25 years’ experience of specializing in qualified plans and is proud of his roots. While his first job out of college was working as a sales assistant at a brokerage house, he quickly migrated toward qualified plans and worked for an industry-leading mutual fund provider, top five retirement plan recordkeeper, and a third-party administration/recordkeeping firm. Each firm gave him a better perspective of what clients need. He has designed Valiant to function as an extension of the clients they work for. Chad has fostered an atmosphere of collaboration and teamwork at Valiant Retire so clients can expect comprehensive solutions that benefit business owners, employees, and investors with seamless implementation and servicing.

While Chad started Valiant Retire, he is most proud of the team that he has been fortunate enough to assemble. Clients quickly understand the Valiant team has unmatched experience, motivation, and pride in everything they do.

Chad received national recognition from 401kWire and NAPA (National Association of Plan Advisors) for his work in plan consulting, fiduciary management, and educational services. He holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies and Certified Fund Specialist™ (CFS™) professional designation from the Institute of Business & Finance.