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The Advisor

 

Chad Brown is Co-Founder and Managing Director of the RG Investment Group. Chad has more than 20 years of experience in financial services with a focus on helping high net worth individuals navigate the complexities of financial markets and simplify their financial lives by delivering a full spectrum of investment, portfolio and wealth management strategies.

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Chad’s extensive experience is rooted in the institutional space where he has provided fixed income, capital markets and risk management services at some of America’s most professionally demanding and academically rigorous investment firms.  He has worked closely with high-profile clients to help them manage wealth, sell private businesses, access capital markets, and implement risk management strategies for large concentrated stock positions. 

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Prior to founding the RG Investment Group, Chad served as Vice President at Wells Fargo Advisors’ Private Client Group.  Additionally, Chad has an entrepreneurial background as a therapeutic drug patent holder, NIH grant author, and biotechnology company chief executive and board member.  He has served as a guest lecturer at the University of Southern California, Chapman University and the University of Wyoming.  Chad is a world-class surfer and an avid traveler, having served for two years on the Forbes Expert Traveler Panel, and he devotes considerable efforts to causes that engage young people with the ocean.

 

Chad received his BA in Spanish literature as well as his MBA from California Lutheran University, where he served as President of the Rugby Club, the Waverider Club and the Debate Team.  Chad lives with his wife and two daughters in Encinitas, California. 

2065 San Elijo Avenue

Cardiff, CA  92007

© 2021 RG Bar Investment Group

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Brokerage and investment advisory products and services, are offered through Wells Fargo Advisors a member of FINRA and SIPC. For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

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The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. Prior to making any investment or financial decision you should seek advice from a financial, legal and/or tax professional and consider all the facts and circumstances of the investment. The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

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Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Member FINRA/SIPC. 

 
This information is intended for use only by residents of the following states:
AZ, CA, CO, DE, FL, HI, IA, GA, IL, MA, MO, MN, NY, PA, SC, TN

 

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