CAL Financial was founded in 2016 by insurance agent Chad Levis, a seasoned insurance professional who has helped clients with their insurance needs since 1997. Prior to CAL Financial, Chad worked as a captive insurance agent for two top-notch Fortune 150 insurance carriers.
Chad was attracted to the insurance and financial industry as he is very passionate about helping people. Always looking for the “win-win,” Chad looks to ensure his clients are properly educated on insurance matters, adequately protected with great coverage, and always pay a fair price. Most all of his recommendations are with the golden rule in mind: advise clients and potential clients on insurance matters as if he were faced with a similar situation.
Beyond insurance coverage, the relationships Chad has established over the years are by far the most rewarding part of the business, be it with individuals, business decision-makers, or peers in the industry.
When not helping his clients with their insurance needs, Chad enjoys playing racquetball, spending time with his family, and traveling. Chad also volunteers time as a committee member of the US Open of Racquetball, the largest annual tournament in the sport.
Chad Levis is a native of Mason City, Iowa, holds a Bachelor of Science degree from the University of Minnesota, and has called Minneapolis home for over 20 years. He is married, with one child.