Charlton Simons better known as Chuck Simons, is a seasoned financial professional with over 30+ years of experience helping individuals, families, and business owners build and preserve wealth. As a Chartered Financial Consultant® (ChFC) and LPL Investment Advisor Representative Chuck brings a comprehensive, client-centered approach to investment management and retirement strategies.
With a strong foundation in financial analysis and strategic planning, Chuck specializes in developing tailored strategies designed to align with each client's unique goals, risk tolerance, and timeline. His commitment to ongoing education and ethical practice ensures he remains at the forefront of the industry’s evolving landscape.
Chuck’s practice is based on integrity and long-term relationships. Whether guiding clients through complex financial transitions or seeking to optimize portfolios for tax efficiency. He takes pride in delivering clear actionable advice with measurable results.
Born and raised in Long Beach, California, Chuck is a graduate of Brigham Young University. In 1989, he relocated to Las Vegas, where he has built a valued reputation for delivering personalized strategic financial advice.
Chuck specializes in helping clients navigate complex financial decisions with confidence, offering tailored strategies that align with each individual's goals, timeline, and risk tolerance. His in-depth knowledge and commitment to continuing education keep him at the forefront of an ever-evolving industry.
When he's not working with clients, Chuck enjoys spending time with his family and playing golf. He and his wife Karen are proud parents of five children and grandparents to four.