Chuck Root | Managing Director, CFP®
Chuck has been a financial advisor for more than 40 years. He began his career in the life insurance business in San Francisco, March 1966, after being honorably discharged from the United States Navy and attending San Francisco City College. As a life insurance professional, it was always his aim to make the client situation the most important, rather than the sales process.
He moved his practice to Marin County and continued his education in the field of estate planning and business succession planning. During this time he qualified seven consecutive years for the Million Dollar Roundtable for production and service to his clients.
He created Double Eagle Financial in 1980 to better serve clients as part of his move to Santa Rosa. The firm has continued to grow providing full-service planning and financial advice. Chuck takes on the role of team leader for his clients and their primary advisers to ensure all aspects of the planning process work is implemented. He maintains great relationships with attorneys and accountants, so that all clients have resources to choose from, when there is a need.
Chuck enjoys spending time with Sharon, & friends, entertaining, golfing and flying. Another hobby is woodworking with many examples of his craft in there home they remodeled over the past 10 years.
Chuck’s daughter lives in Reno, as does his grandson.
Professional Securities Registrations With LPL Financial
- Registered Representative
- Registered Principal
- Registered Investment Advisor
- Certified Financial Planner, CFP®
- Chartered Life Underwriter, CLU
- Chartered Financial Consultant, ChFC
Chuck is a member of the Redwood Empire Estate Planning Council in Sonoma county, as well as the national association, and was president 1995-1996 and is a member of the Financial Planning Association.
Over the past 30 years, Chuck has been a member of numerous Board of Directors, some include:
- United Way
- Unity Church of Santa Rosa
- Elder Abuse Council
- Tomorrow’s Leaders Today
- Pickle Family Circus
- Redwood Empire Breakfast Club
- North Coast Hobo’s
Sharon Root | Partner – Director of Operations
Sharon became a partner in Double Eagle Financial 30 years ago. Prior to her work as a partner, she was co-owner of a casualty insurance firm. Prior to that, she was a practicing registered nurse in Critical Care. Although now retired from active production, she once was a licensed insurance producer. All those skills may seem unrelated, however they fit well with our desire to always take care of our clients well being and personal concerns. She’s very experienced in client relationship and effectively assessing needs, concerns, and finding solutions.
As director of operations, she oversees all client contact and client needs. Attention to detail is one of her very strong attributes.
Sharon enjoys golf, gardening and cooking.
Sharon enjoys spending time with Chuck entertaining their friends and playing golf. She has two daughters who live in Santa Rosa and Bellingham, Washington.