FMS Financial Partners, Inc.

CONNECT

Address:

6345 Balboa Boulevard Building 4 Suite 290
Encino, CA 91316

Phone:

818.609.7575

Fax/Other:

818.609.0185

Chad Charton, MBA

Chad Charton, MBA

Consultant

EDUCATION

Bachelor of Science, Business Administration, Concentration in Financial Services

Master of Business Administration, Specialization in Financial Planning, Cum Laude Honors

BIOGRAPHY

Chad joined FMS Financial Partners in 2002 and serves as a trusted consultant providing expert insight to corporate clients, executives, business owners, entrepreneurs, affluent individuals and their families.

Chad’s expertise extends to corporate employee benefits consulting, executive benefit planning, retirement planning, risk management, insurance planning, estate planning in addition to wealth accumulation and preservation. Chad also serves as a consultant to external members of his client’s team including CPAs, attorneys and business managers where he provides technical, innovative and cutting edge solutions in support of his client’s objectives. Chad holds insurance licenses to transact business for life insurance, disability insurance, long term care insurance, annuities and property casualty insurance.

Chad is proud to partner with his diverse clientele to understand their specific needs and goals. In doing so, he is passionate about helping his clients protect what is important, assist them to create, grow and preserve their assets, appropriately manage risk and to help companies manage their human and financial capital. He strives to bring his individual and corporate clients balanced solutions to help them grow and prospect over the long term.

Chad was born and raised in the Los Angeles area. He spent his early years training in Tae Kwon Do where he eventually became a first degree black belt with the World Tae Kwon Do Federation and earned five national titles. Despite having Olympic aspirations, Chad decided to pursue a college degree and went on to earn a Bachelors of Science degree in Business Administration with an emphasis in financial services from California State University Northridge. While at Northridge, Chad was elected President of the Associated Students student government organization where he was responsible for advocating the interests of nearly 36,000 students. After completing his term as President, Chad was nominated and subsequently appointed to the California Student Aid Commission by former California Governor Arnold Schwarzenegger. Upon completion of his service to the California Student Aid Commission, Chad was recruited and selected to become a member of the Reserves Corps of The Los Angeles Police Department where he serves as a sworn police officer assigned to patrol. Chad recently completed a Master of Business Administration degree with a specialization in financial planning from the California Institute of Finance located at California Lutheran University’s School of Management. This degree program is considered to be among the country's most intensive and comprehensive master-level programs in the field of financial planning and was listed among the top 30 financial planning schools throughout the Nation by Financial Planning magazine.

Chad enjoys many industry, charitable and external affiliations including the Cal State Northridge Alumni Association where he serves as an executive committee member. The Sigma Chi International Fraternity where he serves as his alma mater’s chapter advisor. He is a member of the Professionals in Human Resources Association,the California Reserve Peace Officer’s association, the American Red Cross and the Ronald Reagan Presidential Foundation.

Chad lives in the Los Angeles area with his wife Jen and son Jack.

California Insurance License #0E70143

 

Phone 818.609.7575 x 238
Fax 818.609.0185
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck