Chad Vaughn
Chad Vaughn
Wealth Manager Associate
Chad is a financial associate with more than two decades of experience.
Prior to joining Elevation Wealth Partners, he assisted managing individuals’ wealth at Phocas Financial. Chad works closely with high net worth individuals, families and nonprofits. His experience includes extensive work in personal financial analysis, asset allocation and retirement planning.
Before Phocas, Chad spent 13 years at First Republic Investment Management as a Director in its fixed-income division. Formerly, he was a Senior Client Sales Associate at UBS.
Chad and his family live in Alameda, where they are actively involved in the schools, sports and community organizations.
Education and Professional Certifications
- Bachelor of Arts in History and Philosophy — San Francisco State University
Professional and Civic Affiliations
- Board Member at Alameda Soccer Club
- Volunteer with Friends of Alameda Animal Shelter
