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Chuck Emrich
Director Of Financial Planning - Grandy Bell Partners
Chuck Emrich is the Director of Financial Planning at GBP Wealth Management, a firm affiliated with Northwestern Mutual.1 As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant (ChFC®), Chuck brings significant expertise to his role.1
Professional Background
Chuck joined the GBP team in 2019 after beginning his financial services career with Northwestern Mutual as a financial advisor.1 He holds several professional credentials:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Series 7, 6, and 63 securities licenses
- Life and Health insurance licenses1
Role and Responsibilities
As Director of Financial Planning, Chuck's primary responsibilities include:
- Engaging with clients to develop holistic financial plans
- Helping clients navigate their financial futures
- Assisting clients' adult children and grandchildren with their financial planning
- Overseeing the development and implementation of GBP's fee-based planning engagements
- Managing wealth management operations1
Education and Personal
Chuck graduated from Bucknell University with a degree in economics and a minor in philosophy.1 Originally from Baltimore, he enjoys outdoor activities, working out, and supporting the Ravens in his free time.1
It's worth noting that while there are multiple LinkedIn profiles for individuals named Chuck Emrich, the one specifically related to GBP Wealth Management and Northwestern Mutual appears to have the username "chuck-emrich-35bab89".2