Chad Hauser, CIMA®, CPWA®, ChFC® in

Chad Hauser, CIMA®, CPWA®, ChFC®

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Associate Financial Advisor at RoseStone Wealth Advisors
📍 Shreveport, Louisiana, United States

Chad Hauser is a highly credentialed Associate Financial Advisor at RoseStone Wealth Advisors. He holds several certifications, including Certified Private Wealth Advisor (CPWA®), and volunteers on an editorial board for the Investments and Wealth Institute. His unique background includes a long career in sales and management before transitioning into finance.

Outside of his professional life, Chad is involved in his local community through organizations like Slow Food Northwest LA. A notable part of his career journey was partnering with his wife to establish the investment program for a federal credit union, blending his family and professional endeavors.

Unique fact: Before becoming a financial advisor, he helped launch and manage a scaffolding company subsidiary.

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Experience
14 Years
Current Role
Associate Financial Advisor
Location
Shreveport, Louisiana, United States
Personality Overview

How Chad shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chad cares about

Wealth Preservation
Lists Wealth Preservation Strategies as a primary area of focus, which aligns with his Certified Private Wealth Advisor (CPWA®) designation.
Retirement Planning
Holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and helps clients prepare for both expected and unexpected life events.
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Career

Work history

9-2021
Associate Financial Advisor
RoseStone Wealth Advisors
7-2014 - 8-2021
Sales
Non-Stop Scaffolding
9-2012 - 7-2014
Financial Advisor
Barksdale Federal Credit Union
7-2011 - 8-2012
Financial Advisor
JP Morgan Investment Services
In the press

Media appearances

Happy 3 years to Chad Hauser – RoseStone Wealth Advisors. Featured in Facebook
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Education

Chad has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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