Schad TenBroeck, CFP®
Investment management and financial planning, at TenBroeck Wealth Management.
I manage investments and build financial plans for families, retirees, and business owners. TenBroeck Wealth Management is an independent registered investment adviser in Visalia, California, and I am the adviser clients work with directly.
I am a value investor. I study a business until I can put a value on it, buy quality when the price is right, and hold while earnings compound. For clients who want individual businesses, that is the portfolio. For others, the same analysis is applied to diversified funds or an index of the whole market, alongside their financial plan. The Library on this site is where that thinking is written down.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Since 2022
- Series 65, Uniform Investment Adviser Law Examination
- 2019
- Investment adviser representative
- TenBroeck Wealth Management, LLC
Registration
My professional background, registrations, and any disclosures are public on the SEC's Investment Adviser Public Disclosure site under CRD #7164172.
The firm's Form ADV Part 2B, the brochure supplement describing my education, business experience, and any disciplinary history, is available on request or at the link below.
Contact
Write to [email protected] or call (559) 740-0548.
TenBroeck Wealth Management, LLC is an investment adviser registered with the State of California (DFPI). Registration does not imply a certain level of skill or training. The firm is affiliated through common ownership with TenBroeck Insurance Services, a licensed insurance agency; the firm or its representatives may receive commissions on insurance products implemented for clients — compensation separate from advisory fees that creates a conflict of interest. Clients are under no obligation to purchase insurance through the affiliate. This and other material conflicts are described in the firm's Form ADV Part 2A, available upon request. The firm and its related persons may or may not hold any security, fund, or asset class mentioned, and any such position may change at any time.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States.