Chuck Ebersole, Certified Financial Planner

Areas of Expertise — Chuck has extensive experience assisting families with their succession planning and estate-legacy planning. Comprehensive financial planning is also a specialty area.

Chuck Ebersole, Partner

Credentials

Registered Representative
CFP Certified Financial Planner, 1995
ChFC Chartered Financial Consultant, 1982
CLU Chartered Life Underwriter, 1980
BS Degree CSUS, Accounting

Achievements and Community Service

  • Past President, Sacramento Estate Planning Council
  • Past President, Golden Empire Chapter of the American Heart Association

Author

  • The Value of Beyond Expectation Service (for LIMRA)
  • Business Owner's Retirement Plan Survival Guide (Co-Author)
  • Survival Handbook for Heirs (Co-Author)

Chuck and Staff Members
Sample Financial Advisory Agreement   Disclosure Information
Securities offered through Financial Telesis, Inc.
A registered broker/dealer. Member FINRA (Financial Industry Regulation Authority) & SIPC.
Investment advice offered through Foord Van Bruggen Ebersole & Pajak Financial Services
A registered investment advisor.