Charles J. Root, Jr. CFP®

Managing Director | Wealth Manager

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.