For more than 20 years, Chad Goerner worked with corporations, endowments and foundations to design and fulfill their investment policy goals, mitigate fiduciary risk and optimize plan design for retirement plan participants. Goerner oversees institutional client relationships for Princeton Financial Partners.
As a corporate retirement director with RBC Wealth Management, Goerner continually looks to innovate and develop new strategies for optimizing corporate retirement plans. He is a member of the RBC Retirement Advisory Council, which provides the firm with insight into new trends and contributes to the development of new services, helping to chart the direction for the firm in institutional consulting.
Goerner earned his Bachelor of Arts degree in international affairs from The George Washington University. He also holds the Certified Investment Management Analyst, Chartered Retirement Plans Specialist, Certified Health Savings Advisor and CERTIFIED FINANCIAL PLANNER designations.
Carl is a Co-Founder & Chief Investment Officer of Lodestar Wealth. He started his investment management career in 1998. His experience spans portfolio management, global asset allocation & equity analysis.
Carl is also Co-Founder of HealthyHive (Hiveaway, LLC), a financial technology company at the intersection of Health + Wealth. HealthyHive provides digital education and consulting services to self-funded health plans and retirement plan fiduciaries.
He is passionate about data science and its important role in influencing the convergence of the healthcare & financial services industries.
Carl is a graduate of Bowdoin College (BA) and Babson College (MBA).