Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi Email and Phone Number

President and Financial Planner @ Chucri Financial Services & Retirement Planning
Clearwater, FL, US
Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi's Location
Clearwater, Florida, United States, United States
Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi's Contact Details

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi work email

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi personal email

n/a
About Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi

Life is constantly in motion. Because of the constant movement, financial decisions can sometime be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard. As a Financial Planner with Prudential Financial, I specialize in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs. The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both. My financial planning services cover: • Retirement planning • Education planning • Estate planning • Risk Management • Insurance Needs • Investment Planning • Funding for a Major Purpose • Current Net Worth and Cash Flow Statements

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi's Current Company Details
Chucri Financial Services & Retirement Planning

Chucri Financial Services & Retirement Planning

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President and Financial Planner
Clearwater, FL, US
Employees:
2
Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi Work Experience Details
  • Chucri Financial Services & Retirement Planning
    President And Financial Planner
    Chucri Financial Services & Retirement Planning
    Clearwater, Fl, Us
  • Chucri Financial Services & Retirement Planning
    President / Financial Planner
    Chucri Financial Services & Retirement Planning 2017 - Present
  • Prudential Financial
    Financial Planner
    Prudential Financial Aug 2009 - Present
    Clearwater, Fl

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi Education Details

Frequently Asked Questions about Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi

What company does Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi work for?

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi works for Chucri Financial Services & Retirement Planning

What is Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi's role at the current company?

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi's current role is President and Financial Planner.

What is Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi's email address?

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi's email address is ch****@****ial.com

What schools did Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi attend?

Chuck Chucri, Cfp®, Clu®, Chfc®, Flmi attended University Of South Florida, Cfp Board, The American College, The American College, Life Office Management Association.

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