PROFESSIONAL PROFILE
Chuck Ives is a Wealth Management Advisor in the Brea, California office. Chuck helps affluent clients and their families develop strategies to manage their personal and business finances. Chuck is committed to providing outstanding client service, a personalized approach, and a long term perspective. He focuses on retirement planning, wealth preservation, multi-generational planning, and investment strategy. Chuck is a CFP®, a certification awarded by the Certified Financial Planner Board of Standards, Inc.
Chuck has 15 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 two daughters in Yorba Linda, California.