Chuck Bigbie, CLU, ChFC®, CFP®
With 40-plus years of experience in the industry, Chuck specializes in retirement planning and an outcomes-based approach to wealth accumulation and financial planning. Understanding and thoughtful, he is committed to always put clients’ needs first and providing them unbiased advice. His desire to spread financial literacy and to never stop learning drive him in his everyday responsibilities. He enjoys getting to know his clients and is energized by working with them and helping them find the right retirement strategies for their unique needs.
Chuck authored the Amazon number-one bestseller The Retirement GPS and has been featured in Proactive Advisor Magazine for active investment management, as well as in a U.S. News & World Report online article entitled “Keep Your Money Out of the Mattress: Investing for the Short Term.”
Chuck received his Bachelor of Science degree in chemical engineering from the University of Tulsa. Earning the professional designations of CLU, ChFC®, and CFP® reflect Chuck’s commitment to excellence within the disciplines of wealth management. Chuck’s credentials include successful completion of the securities registration Series 7 for Registered Representative, Series 65 for Uniform Investment Adviser, and Series 24 for General Securities Principal through Geneos Wealth Management.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement.
Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management, Inc. a Registered Investment Adviser.
Latest articles by Chuck Bigbie, CLU, ChFC®, CFP®
Three Overlooked Benefits of Estate Planning
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.