Charles “Chuck” Lynch is a Senior Vice President - Investments and Senior Financial Advisor with over 20 years of experience in the financial services industry. His career includes leadership roles in asset management, trading, and retirement planning at firms such as Fidelity Investments, Merrill Lynch, and JP Morgan Chase. This diverse background gives Chuck a broad and insightful perspective on wealth management, allowing him to deliver strategies that go beyond conventional approaches. Chuck holds a Master of Investment Management from Boston University and continues to expand his expertise to better serve his clients and community. Chuck focuses on retirement readiness, one of the most common and important goals among his clients. He also works with individuals pursuing non-retirement investment objectives, offering guidance tailored to their unique financial aspirations. His areas of focus include concentrated equity strategies, estate planning strategies, and business transitions. Known for his deep planning conversations and creative problem-solving, Chuck is passionate about building meaningful relationships and helping clients overcome financial and emotional barriers to achieve long-term success. Outside of work, Chuck enjoys staying active, trying new experiences, and attending live music events. He lives in San Diego with his wife, their young son and daughter, and a small dog.