Charles J. Root, Jr. CFP®
Chuck began his career in life insurance, then transitioned to financial planning and finally to wealth management to accommodate his clients’ needs. His goal is to always make the client the center of his advice.
He moved to Santa Rosa in 1980 after living in Marin for many years. Chuck is the team leader for most client relationships and strives to provide clients with the critical information needed to make informed financial decisions. He also emphasizes the implementation process in his client journey and considers it critical to success.
Chuck is a member of the Redwood Estate Planning Council and is a past president. He has served on several non-profit boards in Sonoma County.
I served 4 years in the US Navy as an aviation electronics technician. This training and experience gave me the basis for the transition into business as well as our current practice. I was discharged honorably as a Petty Officer Second Class.
Outside of work, I enjoy traveling, golf, and am a private pilot. I deeply enjoy woodworking and built the library in our home where I read and study. My daughter, grandson with his wife and great-granddaughter live in Nevada.
Sharon became a Partner at Double Eagle Financial in 1986. As the general operations manager, she oversees all client communication and service needs.
Prior to joining the firm, she was a co-owner of a casualty insurance firm. And prior to that, she was a critical care R.N. Those skills may seem unrelated, but they fit well with her desire to nurture and take care of clients’ well-being. She is accomplished in client relationships and effective at finding solutions to client needs and concerns.
Sharon approaches client needs holistically and strives to provide excellent service on an ongoing basis. So it’s no surprise that many of our clients have been with us for over 25 years and are like family.
Sharon enjoys golf, gardening, cooking, travel and holiday decorating. Over the Christmas season, she has 300 nutcrackers on display that she has acquired throughout travels to Europe, Canada, Alaska, and other places.
Sharon has two daughters, Monique and Nichole. Monique and her partner, Bryan, live and work in California while Nichole and her husband live and work in Washington.
Health is incredibly important to both Sharon and Chuck, and they hike regularly as well as work with a personal trainer three times a week.