Chad Charton is a proud 3rd generation financial services professional and provides independent insight and advisory experience to corporate clients, executives, business owners, affluent individuals and their families.
Chad brings a wealth of technical and practical experience in comprehensive wealth management, financial planning, risk management, wealth accumulation, wealth preservation, employee/executive benefits, retirement planning and estate planning. Additionally, Chad advises and consults with CPA professionals, attorneys, human resources professionals and corporate executives on a broad range of subject areas related to all aspects of benefits, insurance and wealth management.
Chad earned a Bachelor of Science degree in Business Administration with a concentration in financial services from California State University, Northridge as well as a Master of Business Administration degree with a emphasis in Financial Planning from California Lutheran University. Chad holds FINRA Securities Industry Essentials, Series 6 and 63 registrations with LPL Financial. Chad also holds California life, accident and health as well as property casualty insurance licenses.
Chad is involved in a wide variety of industry, charitable, philanthropic and civic volunteerism outside of Charton Financial Group and enjoys actively contributing to a diverse spectrum of causes and organizations. He is an avid board sports enthusiast in addition to the many extracurricular activities enjoyed with his wife and children.
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