Meet the Partners
- Chuck Ebersole
Meet Chuck's Staff
Chuck Ebersole has worked with his clients for over 35 years in the financial services industry. He has made a commitment to bringing the most current solutions that the industry has to offer to his clients when they are faced with challenging problems or opportunities. To meet that commitment he has attained some industry standards of education by receiving his CLU, ChFC, and CFP® designations. He is also a Charter Member of the Legacy Wealth Coach group focusing on the newest innovations in Legacy Planning.
EDUCATION: Legacy Wealth Coach (2003) Certified Financial Planner (1995) Chartered Life Underwriter (1980) Chartered Financial Consultant (1982) B.S. - California State University Sacramento (1972) LUTCF (1984) A. A. – Sacramento City College (1970)- HONORS: 1977- Current Life Member of the MDRT 2005 – Member K2 group of the Legacy Wealth Coach Network
- COMMUNITY SERVICES
Past President: Golden Empire Chapter of the American Heart Association Sacramento Estate Planning Council Sacramento Planned Giving Forum - Author:
“The Value of Beyond Expectations Service … creating a career of value”
“The Survival Guide for Heirs”
“The Retirement Plan Survival Guide”
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.