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Bio

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Chuck Myers is a seasoned financial professional with extensive experience in financial planning, investments, and coaching. He has worked in various roles, including investment advisor, financial advisor, and owner-operator, bringing expertise in strategic planning, asset management, and wealth creation. With a strong background in business management and marketing, Chuck has helped clients achieve their financial goals through personalized coaching and advisory services.

Experience

    • Owner - Operator
      • Aug 2018 - Present
      • Canal Fulton Ohio

      I tried Retirement. I really didn’t like it much. I felt it was the perfect time to make my next career adventure something that I also love – selling travel and helping others plan their Dream Vacations. I spent an entire career helping clients find solutions. I bring this expertise to you alon...

    • Investment Advisor Representative
      • Jul 2009 - Jun 2018

      True Wealth Design is a fee-only investment advisory and financial planning firm that assists individuals and businesses with financial planning, investment planning, and retirement planning needs. We are committed to understand your unique situation and objectively develop a comprehensive strate...

    • Owner
      • Oct 2003 - Jun 2018

      The Charles W. Myers Investment Group specializes in providing financial coaching to individual investors at all levels. We are an independent firm, allowing us the freedom to make decisions based on client need without being influenced by upper management goals. We are in partnership with True Wealth Design, a Registered Investment Advisor (RIA). Together we firmly believe in the Free Market Portfolio Theory of investing, where striving to provide clients with market returns at low cost and properly allocating clients portfolios are of the utmost importance.

    • Edward Jones Investments
      • Mar 2002 - Sep 2003

      Edward Jones financial advisors sell commission-based and fee-based financial products. Edward Jones is a brokerage and investment advisory which serves investment clients through its branch network of more than 10,000 locations.

    • Market Director-Partner Accounts
      • Oct 2000 - Jan 2001

      Manage Partner (Large) Account Representatives to fulfill Solution Sales objectives.

    • Regional Director Internet Solutions
      • Jul 1999 - Oct 2000

      Directly supervise second level Managers and indirectly, first level Account Managers to fulfill Internet Solution Sales goals, in a 13 state region.

    • Director Strategic Accounts - Ohio & Kentucky
      • Jun 1998 - Jul 1999

      Build relationships with Fortune 1000 businesses, sell services to fill network capacity and build the infrastructure to support Strategic Accounts in Ohio & Kentucky.

    • Client Business Manager - Account Executive/Industry Consultant
      • Sep 1980 - Jun 1998

      Assist clients in reaching business objectives through the sale of innovative technical solutions. Lead an AT&T Team of cross-functional professionals to satisfy clients’ communications requirements.

Education

  • 1986 - 1988
    Malone University
  • 1965 - 1968
    The University of Akron

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