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Chad Manberg

Certified Financial Planner
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Professional History

Chad has been with Strategic Income Group since 2013 and has more than a decade of experience as a financial planner. As a CERTIFIED FINANCIAL PLANNERâ„¢ professional, he has developed a passion for helping people reach their financial potential and serves as a trusted advocate for his clients. In believing that everyone should have a basic understanding of financial planning and investment management, Chad teaches adult learning classes in multiple subject areas of finance around the valley. Chad is a proud graduate of Arizona State University and has been invited back to be a guest speaker on multiple occasions.

Who inspires me

Chad is happily married to his lovely wife Lesly and has two daughters and a son.

Favorite Hobbies

Away from the business he enjoys playing soccer and tennis, traveling and spending time with his family and friends.

Why I love what I do:

He also holds his Accredited Asset Management Specialist (SM) (AAMS®) and is one of the rare people that enjoys investment analysis.

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  • Daily Inspiration 4/17/2024

    I will help save and make my clients money today than they had yesterday.

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    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

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