David Schadel
Financial Advisor
David Schadel is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC® conferred by College for Financial Planning) with over 12 years of experience. After graduating from North Carolina State University, he began his career as a financial advisor in 2010 and has since moved on to become the President of Schadel Financial Group.
His mission is to establish long-term relationships with clients, understanding their financial status and assisting them in navigating life's changes. He takes the time to understand their specific goals, aspirations, and worries, recognizing the individuality of their financial journey through his planning-based approach. David strives to create an environment of trust and comfort where clients feel empowered to make confident decisions about their financial future. With his commitment to building strong relationships, he desires to become his clients’ primary point of contact for all of their financial needs.
From regular professionals and business owners to corporate executives, David has worked with a variety of clients, providing comprehensive services like financial planning, investment management, tax and estate planning strategies, charitable giving, and education planning. He also assists companies in managing their corporate retirement plans. David is licensed in 16 states, serving clients across the country, regardless of their backgrounds or net worth.
David's commitment to professional growth is evident through his affiliations with NAPA and the CFP® organization, ensuring high standards among financial planning professionals. He is also affiliated with Woodmont Christian Church and actively supports local boards for the Crohn's and Colitis Foundation and the Juvenile Diabetes Research Foundation.
David takes great pride in his role as a husband and a father. He is happily married and cherishes the joy of raising two adorable daughters. In his free time, he loves to golf and to spend it with his loved ones simply by enjoying quality time together.
David Schadel and Tennessee Wealth Advisors are not affiliated with Cova Wealth Management
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