Chad Charton, MBA
Wealth Planner | Insurance Advisor
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.