Meet the Team

Chadwick Canine, CFA^®, CFP^®

President | Founder
[email protected]

With over 20 years of diverse experience in the finance industry, Chad brings deep expertise to advising business owners. His specialties include family office services, comprehensive financial planning, business succession strategies, estate, gift, and charitable planning, as well as investment management for high-net-worth individuals and families.

Before founding JOOY Wealth, Chad provided services to his clients at J.P. Morgan Private Bank, AdvicePeriod and other firms. In addition, Chad served on the investment committee at Signature Investment Advisors (SIA), AdvicePeriod, and RSM U.S. Wealth Management. Most recently, he served as Director of Wealth Management Services for the Southwest region at RSM U.S. Wealth Management.

Chad earned a bachelor’s degree in finance from Indiana University and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and Chartered Financial Analyst (CFA®) designation. He holds his series 66 registrations with Mariner Platform Solutions, LLC.

Chad lives in Wimberley, Texas, with his wife, Erin, and their daughter, Arabella. Faith, family, and community are the foundations of his life. He enjoys spending time with his family outdoors; watching his daughter dance, paint, and ride horses; and taking their annual RV trips. Since relocating to Texas in 2020, Chad has been actively involved in his church, community, and local school board.