Chuck Banker- Founder


As a former attorney who earned the designations of Certified Public Accountant, Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant, Chuck was a Senior Officer at Merrill Lynch. In this capacity, Chuck spent his career providing advisory services to the firm’s most affluent clients in Merrill Lynch’s Private Bank. After 30 years, Chuck decided to retire and has spent the last 3 years removing the stress from his life.


In addition, Chuck is the author of the book, “Understanding Generation- Skipping Trusts”, a co-author of the book, “Life Insurance 10X”, and the creator of the “Plain English” video series. He has appeared on CNN and in numerous interviews with publications such as Fortune, Business Week and Time. He has been a frequent speaker at national and regional professional meetings as well as private client events. Before joining Merrill Lynch, Chuck was a tax attorney in the New York office of a Big Four Accounting Firm.