Physician Cents

Conversations helping graduating medical students to attending physicians build a strong financial foundation

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Meet the Hosts

Chad Chubb, CFP®, CSLP®

Professional: Chad Chubb is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Student Loan Professional (CSLP®). He founded WealthKeel LLC in 2015 to simplify and organize the financial lives of physicians across the United States by custom-crafting financial plans centered around their goals and values. He is also the host of the WealthKeel YouTube Channel.

Chad has been quoted by Medical Economics, the American Medical Association, and CNBC for his work with physicians. He has been a speaker at The White Coat Investor's Physician Wellness & Financial Literacy Conference in 2021, 2022, and 2023, and he has been on Dr. Dahle's recommended advisor list since 2016. He was named to the InvestmentNews 2020 class of 40 Under 40, Financial Advisor Magazine's Top 10 Young Advisors to Watch in the country for 2021, and Investopedia's Top 100 Independent Advisors in the country for 2021 & 2022.

Real Life: I married my high school sweetheart. We have three boys under the age of 7 (send help!), and a furry child named Bruin. I am an early riser with all workouts completed by 6am (don't worry, I am sleeping by 9pm most nights). We are a family of foodies who love to travel and explore. For the few times per year that I can sit down and watch TV, you will find me watching either a Bruins hockey game (Go Bs!) or a Penn State football game (We Are!).

To learn more about Chad & WealthKeel:

Tyler Olson

Professional: Tyler Olson serves as a financial planner, having entered the field in 2005. He founded Olson Consulting LLC in 2018 to create a space for physicians to collaboratively create their financial plans, optimizing for what they want their life to be about.In 2021, he founded Advice Residency, an educational program designed to provide medical students and physicians in training with financial advice that addresses the unique challenges of the physician career path. It lives on TikTok and YouTube, and the organization also hosts live semi-annual educational seminars that draw hundreds of attendees.Tyler was named to the Investopedia’s Top 100 Independent Advisors in 2022 & 2023. He has spoken at dozens of residency and fellowship programs.By means of his Twitter/X platform, he has assisted thousands of medical students and physicians one-on-one in getting their financial questions answered.

Real Life: My family of 3 lives in the northeast and spend much time with our hands in the dirt. And we love to visit friends from far away places. When my wife and I aren’t working in the forest or garden, we love teaching our son everything we know as we enjoy re-learning basic life skills we were taught years ago.

To learn more about Tyler & Olson FP:

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Conversations helping graduating medical students to attending physicians build a strong financial foundation

This information is for general purposes only. This information is not intended to be a substitute for specific professional financial, tax, or legal advice, as individual circumstances vary. Please see a financial professional, CPA, and/or an attorney in regards to your own individual situation.Wealthkeel’s Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
WealthKeel LLC, 615 Channelside Drive, Suite 207, Tampa, FL 33602 -- 267.590.9533.
Olson Consulting LLC, Offering Advisory Services and Financial Planning, is a State-Registered Investment Advisor.

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