Chad Shaw, CFP®, CLU®, AEP®, ChFC® in

Chad Shaw, CFP®, CLU®, AEP®, ChFC®

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Financial Advisor at Northwestern Mutual
📍 Orange County, California, United States

Chad Shaw is a Wealth Management Advisor and Founding Partner of MST Financial, a private client group of Northwestern Mutual. Based in Newport Beach, he provides expert financial, investment, and legacy planning for affluent clients and holds a Bachelor of Science from SUNY Brockport.

He was recently featured in the Los Angeles Times "Orange County Visionaries" issue, which highlighted the regions leading financial stewards.

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Experience
16 Years
Current Role
Financial Advisor
Location
Orange County, California, 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 Management
As a founding partner of his firm, he focuses on providing high-quality financial planning, investment, and wealth management advice for affluent individuals and families.
Legacy Planning
He frequently shares content about the importance of having an estate plan in place and understanding the rules around inherited assets like IRAs.
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Career

Work history

3-2009
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
Bachelor of Science
SUNY Brockport
Education details unavailable
The American College of Financial Services
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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