Broker Check

Chuck Findley

    Chuck Findley

    Financial Advisor

    Chuck was born in Fort Wayne, Indiana and grew up in various cities in northern Indiana. Chuck attended the University of Indianapolis where he received a Bachelors of Science Degree in Accounting and an Associates of Science Degree in Data Processing.

    After spending 25 years in the Accounting Profession, including Management and Director Roles, a family tragedy swayed Chuck to take on a passionate role of helping families and individuals protect their assets and family members. Chuck began his new direction by stepping into the life and health insurance market where he spent three years with Health Markets based in North Richland, Texas. After becoming more interested in the Financial Services Industry, Chuck spent his free time studying for the Series 7 during 2014. He joined his brother John at Lincoln Financial Advisors in San Ramon, California in 2015 where they concentrated on comprehensive financial planning for 403(b) clients, individuals, business owners, professionals and families.

    Due to his first-hand knowledge of how life can change in an instant, Chuck tells the story of losing his two young sons at the ages of 12 and 9 but having the protection necessary that allowed his family to cover the funeral expenses without having the financial burden pile on top of the immense grief they were experiencing. This life-changing event has fueled his never-ending passion to ensuring families are protected in all areas of life.

    Chuck recently relocated to the Kansas City area where he reconnected with a long-time acquaintance from college and was married in November, 2016. He is excited about getting out in the Kansas City communities and meeting new people to help them accumulate wealth and implement strategies to help protect that wealth for their lifetime.

    Chuck spends his free time with his wife, Andrea attending concerts, working out, enjoying the outdoors, being active in their church, traveling and spending time with family and friends. He also enjoys music of all kinds and playing the guitar as a hobby. He is an avid sports fan and cheers on his favorite teams which are the Chicago Cubs, the Kansas City Royals, the Indianapolis Colts and the Golden State Warriors. He is also very involved in support groups for dads who have lost a child or children and has taken part in writing two books telling his story along with other fathers who have lost a child. Both books had the foreword written by Tony Dungy, former NFL Coach for Tampa Bay and Indianapolis.