Chuck Brown, CFP®, CPA
Chuck serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than four decades of experience in the financial services industry, Chuck offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Chuck founded and led an independent investment advisory firm.
Chuck received his Bachelor of Science degree in economics and accounting, with a minor in business administration, from the University of Minnesota Duluth. He’s a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and a Certified Public Accountant.
In his free time, Chuck enjoys collecting things, relaxing at his family’s cabin in northern Minnesota and spending time with his three grown children (Ambjor, Jamie and Carly) and two grandchildren.
Articles by Chuck Brown, CFP®, CPA
*See all Creative Planning disclosures and sources.