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Chad Francis

Chad Francis

Financial Advisor

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Bio

Chad Francis joined HBW Advisory Services in 2017 and has served as a Fiduciary Advisor to the greater Sacramento area and surrounding communities, now with clients all across the country. In 2022, he opened Thrive Stewardship Financial Advisors, Inc. under the HBW family of firms.

Attention to detail, planning focused and trustworthy are just a few of the attributes his clients appreciate most. He is supported by a community of local professionals, insurance specialists, estate planners and investment managers whose teamwork and professionalism help him to provide his clients with a world-class experience.

Chad Francis was voted Roseville’s best financial advisor in June 2021, June 2022, October 2023. 2021 and 2022 was a local polling from the Roseville Press Tribune. 2023 was a larger local polling from Style Magazine. Voters were not compensated but Chad Francis paid to have better graphics added on the voting pages, and to have his profile published in the magazines upon winning. Payment was made directly to the publishing companies (Roseville Press Tribune and Style Magazine) only for the years Chad participated in the voting process. His focus is on retirement preparation and income structures, wealth accumulation and Faith-based financial principles.

Chad is happily married to his beautiful wife Kristy. When he isn't supporting his clients, he can be found golfing, BBQ-ing with family and friends, leading Financial Peace University and volunteering at Bayside Adventure Church.

Hobbies and Interests: Cooking (or just eating) new foods with his wife.

Bucket List: See all 50 states, start a scholarship fund for Business and Finance students in need.

Favorite Food: Tri-tip is his favorite standby.

Favorite Book: The Total Money Makeover

Place I'd Like to Visit: Italy, France, Ireland, Germany and Japan (and Hawaii several more times).

Favorite Movie: “Step Brothers” and most everything from Will Ferrell.

Hidden Talent: His wife claims it’s BBQ Professional.