Chuck is passionate about helping his clients achieve their financial goals and strives to develop a unique life long client/advisory relationship. His clients include business owners, physicians, engineers, retirees, and other affluent families. Merrill Lynch enables Chuck to provide boutique service with a comprehensive array of solutions including retirement planning, multi-generational planning, investment strategy, tax planning, personal and business lending. Chuck is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Chuck has 20 years of financial services industry experience. Chuck is a graduate of the University of Florida with a B.S. in Economics. He also received an M.B.A. from Southern Methodist University while working full time as a financial representative. He holds series 6,7,8,63,and 65 licenses. Chuck is originally from southern California, but grew up largely overseas. He lives with his wife and family in Yorba Linda, California.