About Charles
Charles “Chuck” Lynch is a Senior Vice President - Investments and Senior Financial Advisor with over 20 years of experience in the financial services industry. His career includes leadership roles in asset management, trading, and retirement planning at firms such as Fidelity Investments, Merrill L... One thing I want my clients to know about me is... Comprehensive planning matters more than just investments - we look at the complete financial picture.
Areas of focus
Credentials & background
Education
Boston University
Clients served
Regulatory
The firm
We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.
9360 Clairemont Mesa Blvd., San Diego, CA 92123$2.5T assets under management