Chuck is a fee-only CERTIFIED FINANCIAL PLANNERTM based in Santa Maria, CA.
Chuck became a police officer after completing high school where he learned valuable skills that helped him become a better financial planner. Police work calls for using a lot of psychology and teaches you to think in terms of customer service.
Chuck has always had a strong interest in finance and at the age of 18 wanted to become a stock broker. This was until I realized this job was all about sales. Chuck wanted to serve more clients with out being a pushy salesman and he soon discovered a customized service program based on an ongoing client relationship that uses a retainer based on professional fees.
Chuck resigned from law enforcement to return to shcool full time and pursued an MBA along with completing the Certified Financial Planner program.
Today his credentials include:
Chuck also holds memberships in NAPFA, FPA, and the Alliance of Cambridge Advisors (ACA). These organizations offer a way to remain current and offer state-of-the-art advice in today's fast-paced financial environment.
(805) 722-2942
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