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Bio

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Charles Royer is a seasoned executive with a proven track record in estate planning, corporate finance, and business management. As a veteran of the financial industry, he has guided numerous family businesses through transition and provided expert advice on estate planning. With a strong background in corporate governance, financial planning, and leadership, Mr. Royer has helped medical practices navigate the challenges of a volatile healthcare environment. His expertise spans small business financial management, business acquisition financing, and real estate investment consulting, making him a trusted advisor to entrepreneurs and business leaders.

Experience

  • Charles Royer Advisors, LLC
    • Kirkland, Kennewick WA
    • Owner
      • 2014 - Present
      • Kirkland, Kennewick WA

      Medical practices are facing new and difficult decisions dealing with a volatile healthcare environment. Historically, physicians have been successful, able to thrive without addressing fundamental business issues. However, recent years have presented dramatic changes affecting all aspects of r...

  • Harvest Capital Advisors Inc.
    • Greater Seattle Area
    • Principal
      • Jan 2000 - Jan 2014
      • Greater Seattle Area

      In 2000 Chuck joined Harvest Capital Advisors, a Bellevue financial planning and investment firm as a principal. His focus was working with family businesses in transition and estate planning. In 2014 after selling his interest in Harvest, he started Charles Royer Advisors LLC, an independent ...

  • Lincoln Financial Group
    • Greater Seattle Area
    • Financial Advisor and Career Agent
      • 1974 - 2000
      • Greater Seattle Area

      1974-78: A career agent for Lincoln Financial Group, formerly Lincoln National Life.1990-2000: A career agent and financial advisor for Lincoln Financial Group.

  • Self Employed
    • Greater Seattle Area
    • Independent Insurance Agent and Financial Advisor
      • 1978 - 1990
      • Greater Seattle Area

      Independently employed / entrepreneur in the financial industry focusing on small business owners.

    • Corporate Cash Management
      • 1970 - 1974
      • Greater Chicago Area

      Chuck's business career began with Continental Illinois National Bank in Chicago, at the time, the 7th largest bank in the country. He joined a new class for the banks’ administrative training program and after completing his training, he worked in corporate cash management.

    • Captain, USMC
      • 1966 - 1970
      • United States

      Chuck served on active duty in the Marine Corps, serving in Vietnam and Camp Pendleton, Ca attaining the rank of Captain.

Education

  • 1961 - 1965
    University of Portland
  • 1965 - 1966
    University of California, Riverside

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Real Estate and Property Management”

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