Chad J. Larsen

Chad has been very successful at surrounding himself with an incredible team of professionals that are as passionate about improving clients’ plans as he is. He thinks big when it comes to retirement plans and he is constantly challenging the status quo. Chad strives for success and growth. He is passionate about saving money and helping employees understand the concept of “paying themselves first.” If he didn’t believe he could make a significant difference for clients, he would be doing something else.

Chad consulted on his first 401(k) plan in 1990 and froze his first pension plan shortly thereafter. Not many cared or talked about fiduciary liability or fee benchmarking back then, but those are two things that Chad and his team were actually doing. A lot has changed for retirement plans since then, and Chad considers himself fortunate to have had a voice to influence some of that change in the industry. He enjoys the investment analysis part of his role, and feels that he can make bad plans good and good plans even better.

Chad was thrilled to join HUB Retirement and Wealth Management in 2019. Having access to national resources has fueled tremendous growth. It has been very rewarding, and he’s still having fun.

Chad is still a farm boy from southeastern Idaho that loves wearing cowboy boots and driving his truck. He loves being a husband, father, and now a grandpa. Chad earned a degree in Finance from Brigham Young University, and he still loves learning. His retirement will probably be split between time in the classroom and time in the mountains.