Insight Into Investment
Few financial advisors have the combination of Chuck’s experience and education. He was an independent real estate appraiser while earning his law degree. He became a corporate director and securities professional whose focus is on fixed income and money management for individuals and businesses. In fact, he has six levels of securities licenses. His firm is a Registered Investment Advisor (RIA) and he holds the prestigious Certified Estate Planning Designation in addition to his law degree. He loves his work, because it lets him combine knowledge and experience for the purpose of helping clients.
As you get to know Chuck, you recognize that you’ve met a man of exceptional character and professionalism. His positive outlook, cheerful way and broad expertise have helped many clients throughout the United States. As a columnist for Apartment Management Magazine and Apartment Owner Magazine, he has shared his real estate knowledge informally with investors across Southern California.
   Chuck enjoys teaching piano to his grandchildren. |
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Chuck married his high school sweetheart, Alva, who is also his business partner. In his free time, he likes to play tennis, work out to stay fit, teach music to his granddaughters and work with his grandson in Little League. He also lent his time and financial acumen to Children’s Hospital of Orange County, serving on CHOC’s Planned Gift Development Committee. |
4420 Hotel Circle Court, Suite 350, San Diego, CA 92108
Phone: (619) 222-2626 Fax: 619-222-1013
Email: cdelao@harrisondouglas.net
Securities offered through Harrison Douglas, Inc.
Member FINRA/SIPC