Chuck Ives

I help people take better care of their financial lives, allowing them to enjoy a more secure future.

 

I am a Wealth Management Advisor in Brea, California. I lead a close-knit team of professionals dedicated to supporting individuals, families, and businesses in making informed decisions about their wealth. Together, we strive to offer an exceptional client experience that demonstrates how much we value each person—not only as clients, but as individuals, each with unique priorities and aspirations.

 

I believe in the Golden Rule, treating clients as I would want my own family to be treated. I’m particularly effective in helping people navigate significant transitions in their lives, such as planning for retirement, selling a business, acquiring a first or second home, or walking with them through the death of a loved one. During those key crossroads, I offer even-handed advice and a perspective that has been honed over more than 25 years. I strive to help people resolve issues, looking for ways to cement positive family dynamics.

 

THE DIFFERENCE I OFFER:

 

- An optimist, I believe in the innate potential in each person’s situation. Clients can rely on me to listen closely to their interests and intentions, and then chart a path to pursue their aims.

 

- I’m persistent in advancing client priorities, capitalizing on resources, enterprise wide. My tenure at Merrill has heightened my ability to get things done.

 

- Client comfort is very important to me, so I am patient—not pushy. Clients can sense my sincere interest in taking care of them.

 

- I feel privileged to help people clarify and organize an important aspect of their lives, freeing them to look to the future more confidently.

 

OUTSIDE THE OFFICE:

 

- I enjoy playing tennis and golf.

 

- I grew up mostly abroad, so I love meeting people from diverse cultures, learning about great destinations, and venturing there with my family.

 

REACH ME DIRECTLY:

 

charles_ives@ml.com