Chad Bates

Financial Advisor


(310) 712-2325

Chad E. Bates, CFP®, is a Financial Advisor with SEIA. He joined the firm in 2003 and works with President and CEO, Brian D. Holmes.

Chad has been in the securities and insurance business since 2003. He is also a licensed insurance agent (CA Lic. #0E38602).

Chad received his Bachelor of Science degree in Business Administration from the University of Colorado at Boulder. He earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards, Inc. and completed the CFP® professional education program in 2006, through the College for Financial Planning.

Chad currently resides in Los Angeles and enjoys spending his free time with his daughter. He is an active sportsman and has been a competitive ice hockey player since he was 10 years old.