Chuck has been in financial services for more than 37 years, 26 of which have been with RBC Wealth Management. He has had the privilege to serve as branch director for the San Jose branch, complex director for the San Francisco complex, and currently as branch director for the Monterey branch. These experiences provided him with a unique understanding of the global reach of RBC as well as the resources available to help our clients with their investment and wealth management needs. He has earned the designations of Accredited Wealth Manager (AWM) and Accredited Investment Fiduciary (AIF®).
Prior to his career in financial services, Chuck played professional football with the New Orleans Saints for two seasons. He graduated from Stanford University with a degree in economics. In 2005, he was inducted into the Stanford Athletics Hall of Fame for his achievements as a football player. After serving as the board chairman of the Buck Cardinal Club from 1991-1994, he continued as a board member and maintained his connection to Stanford athletics through fundraising. Consequently, he has a unique perspective of the needs and financial concerns facing professional athletes. Chuck is a California native, growing up in West Covina and now residing in Morgan Hill with his wife, Sheri. He raised his two kids in the Bay Area, where he spent 10 years managing his son’s travel baseball team and led two high school teams to league titles in football and baseball. His two Bassett Hounds, Franklin and Emmett, are his constant companions.