
Charles (Chuck) Saundersemail
Golden Summit Wealth & Insurance Solutions - San Jose
San Jose, CA 95110
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Education
Virginia State University
Affiliations & Memberships
I am a qualifying member of the Million Dollar Round Table from 2012-2016, a member of the Society of Financial Services Professionals. I am also a member of the National Association of Plan Advisors (NAPA) and The Retirement Advisor University. I am also a retired U.S. Army Major.
Community Involvement
Volunteer, Mens Mentor, Member, Alpha Phi Alpha Fraternity, Inc.
Languages: English
Credentials: C(k)P, CLTC, CFBS
Specialties:Insurance Strategies, Special Needs, Business Succession Planning, Retirement Income Planning, Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck