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Chad Chubb

Founder, WealthKeel

It’s easy to describe the purpose of Chad Chubb’s Philadelphia-based planning firm: Help young physicians eliminate debt and organize their finances. His client households typically have $1 million in student loans and mortgages, “but very high income, which can go from $60,000 a year to $600,000 practically overnight.” That makes cash-flow planning and tax planning big parts of the job, as well as “making sure proper term and disability insurance are in place.”

Chubb, 31, charges flat subscription fees, a model that appeals to the many high-income, highly indebted doctors he met when he moved to Philadelphia in 2015 after attending Penn State University and then working as a paraplanner in State College. Adding the Certified Student Loan Professional designation to his CFP credential gave him additional expertise. Today he speaks to groups of doctors at medical schools and professional associations about budgeting and other financial topics. Posting relevant content on social media helps him attract clients from all over the country.

Evan Cooper