Voted Roseville's Best Financial Advisor
2021 through 2025
Chad Francis is a highly regarded financial advisor and author of the Amazon #1 Best Seller "The Generosity Blueprint".
He began his career with HBW Advisory Services in 2017, serving as a Fiduciary Advisor. His expertise and commitment have earned him a broad client base extending across the country. In 2022, he took a significant step by establishing Thrive Stewardship Financial Advisors, Inc., under the HBW family of firms, to further help his clients pursue their goals anchored in Faith-Based Financial Principles.
Known for his meticulous attention to detail, focus on planning, and trustworthiness, Chad has built strong relationships with his clients. He collaborates with a network of local professionals, including insurance specialists, estate planners, and investment managers, ensuring a comprehensive approach to investment advising and financial planning.
Chads dedication to his profession has been recognized through multiple awards, including being named Roseville's "Best of the Best - Financial Advisor" from 2021 through 2025. His areas of specialization include retirement income strategies, wealth and generosity management, tax mitigation, estate and legacy planning, and Faith-based financial guidance.
Outside of work, Chad enjoys spending time with his wife, Kristy, and engaging in hobbies like golfing and BBQ-ing with family and friends. He is also active in his community, leading Financial Peace University and volunteering at Bayside Adventure Church.
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