Chad
Bates

Chad E. Bates, CFP^®, is a Partner at SEIA, where he has worked in the securities and insurance industry since joining the firm in 2003. He works closely with SEIA’s CEO, Brian D. Holmes, providing strategic financial planning and investment guidance to high-net-worth individuals and families.

Based in Durham, Chad enjoys spending free time with his daughter. He is an active sportsman and has been a competitive ice hockey player since he was 10 years old.

Chad earned a Bachelor of Science in Business Administration from the University of Colorado at Boulder and became a CERTIFIED FINANCIAL PLANNER^® professional in 2006 after completing the CFP^® education program through the College for Financial Planning. He is also a licensed insurance agent (CA Insurance License #0E38602).