Best Part of My Job
Chuck joined Cornerstone Advisors in 1987 and has more than 35 years of experience in the financial industry. Chuck's practice focuses on business owners, senior executives, families with concentrated assets and/or multi-generational wealth. Chuck enjoys helping his clients understand the clarity and context of personal finance, and assisting them in solving complex financial issues. Prior to joining Cornerstone, he served as Regional Vice President for PacificCorp Credit (formerly Northwest Acceptance Corp.)
Three Words That Best Describe Me
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Dependable
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Experienced
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Caring
My Clients Include
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Business owners
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Senior executives
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Families with concentrated assets
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Families with multi-generational wealth
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Trusts, Family Partnerships, Private Foundations, Endowments, and their respective beneficiaries
Practice Emphasis
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The design of customized portfolios comprised of complementary assets, with an emphasis on complex multi-generational portfolios, trusts and private foundations
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Concentrated stock and stock option strategies
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Private and public company wealth transfer techniques and charitable giving strategies
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Education/college planning including 529 Plans, tax-wise educational gifts, planning strategies for trusts and estates
Ongoing Results
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Directed successful generational wealth succession strategies for multiple families, and coordinated complex estate planning techniques
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Maximized the value of stock option exercise strategies for senior executives
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Planned and coordinated tax strategies within the context of portfolio management
Education
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Oregon State University, BS in Business Administration
Professional and Community Activities
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Member of Cornerstone's Board of Directors, 1990 - 2006
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Cancer Lifeline Board of Directors, 2006 - present
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Evergreen Hospital, Community Advisor Board Member, 2000 - 2002
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Shareholder of Cornerstone Advisors
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Chuck was recognized as a FIVE STAR Wealth Manager Best in Client Satisfaction in 2007, 2009 and 2010, an annual award bestowed upon select Seattle wealth managers.
Where To Find Chuck When He Is Not At Work
Chuck's weekends are filled with activities with his wife, two married children and three grandchildren. Chuck and his wife also provide mentoring to newly married couples and teach engaged couples how to prepare for marriage.
Best Part of My Job