Chad Restori is a Financial Advisor and a CFP® Practitioner with Hefren-Tillotson, Inc. As a Financial Advisor, Chad develops customized and comprehensive financial planning solutions for his clients utilizing Hefren Tillotson’s MASTERPLAN approach. He builds and maintains strong relationships with each of his clients so that he fully understands their goals and objectives.
Chad educates his clients and helps them to achieve their financial goals by management of taxable and retirement investments, provides detailed retirement planning services, and ensures proper insurance and estate planning strategies are in place. As a member of the Hefren-Tillotson team, Chad holds the mission of the firm in highest regard: To become and remain our clients’ most trusted advisor.
In addition to his work with individuals, Chad also partners with the Hefren-Tillotson Corporate Services team to provide retirement plan consulting and management solutions to businesses in Western Pennsylvania.
Chad graduated Magna Cum Laude from Coastal Carolina University with a degree in Finance. He gives back to his community by serving on the Board of Directors for The Never Retreat Foundation, the Central Catholic High School Finance Committee, and the East Liberty Development Inc. Planning Committee. He lives in East Liberty with his wife, Katie and their cat Ollie.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.