My name is Chad Centorbi. I specialize in helping my clients prepare for retirement financially, which often includes the strategic use of annuities. I help clients from all over the country find ways to generate more retirement income and see how to securely grow and protect their money during these turbulent times.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies you can put in place right now to ensure you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are happy to offer investment tips and growth opportunities for your portfolio. A few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so you can spend with confidence when you retire.

I started my career in the financial services industry in 1999. I studied personal and family finance at the University of Missouri-Columbia. I am committed to continuing my education to serve my clients better. I hold Certified Fund Specialist (CFS) and Certified Estate and Trust Specialist (CES) designations. I am also a member of the Financial Planning Association. I hold a life insurance license and have passed the Series 6, 63, and 65 securities exams.

My dedication is always doing what is in the best interest of my clients and aiding them to the best of my abilities. My experience and quality care for my business and clients have led to several appearances across various media platforms, including Fortune magazine, ABC, CBS, NBC, FOX, International Business Times, and Wall Street Select.

When out of the office, I am into fitness and hunting, boating, and woodworking. I love spending time with my wife, Aimee, and our three kids, Christian, Isabella, and Viviana. I am also involved in many community organizations and fundraisers. I love providing my clients with comfort and peace of mind in their retirement.

I reside in Missouri, and even though my office is at O’Fallen. I can work with clients throughout the United States. With our advanced technology systems, we meet face-to-face virtually online, and we can also share computer screens so that we are all on the same page. That way, you can see first-hand how various income strategies may align with your goals and needs.

I do my best to take the mystery out of annuities by answering some of the most frequently asked questions in a simple, personalized way. All my meetings are held over the phone and virtually. So you do not need to leave your home or visit me in my office.

Feel free to reach out when seeking retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Chad M. Centorbi