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Sacramento

Chuck Ebersole

CLU®, ChFC®, CFP®, CAP, AEP®

Senior Wealth Advisor

1425 River Park Dr, Suite 110
Sacramento, CA 95815

Chuck Ebersole

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Chuck Ebersole

Professional Certifications

  • CLU® – Chartered Life Underwriter®
  • ChFC® – Chartered Financial Consultant®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CAP – Chartered Advisor in Philanthropy®
  • AEP® – Accredited Estate Planner®

About Chuck

With over 40 years in the financial services industry, Chuck is committed to offering comprehensive financial solutions for the complex problems and undiscovered opportunities his clients face. Chuck’s longstanding client relationships have allowed him to work with generations of families in Focus Partners Wealth’s Sacramento office.

Passionate about serving his community, Chuck has served as a past president of the Golden Empire Chapter of the American Heart Association, Sacramento Estate Planning Council, and Sacramento Planned Giving Forum.

Education and Professional Milestones

- Member of the Million Dollar Round Table
- Charter member of the Legacy Wealth Coach group, which he has served as both a legacy wealth coach and a K2 member of the Legacy Wealth Coach Network of advisors
- Has authored five books: The Future of You (2012); It Is Not About Your Money, It Is About Your Life (2010); Business Owners Retirement Plan Survival Guide (1996); The Value of “Beyond Expectations” Service: Creating a Career of Value (1991); and The Survival Guide for Heirs (1988).

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