Chuck Friedlander is a Southern California financial professional who meets the needs of affluent clients as a Managing Director of Investments at Wells Fargo Advisors. As part of a committed team of professionals, he delivers informed, market-savvy investment solutions focused on retirement and succession planning. He emphasizes a risk-averse approach to portfolio building, allocating assets to specific segments that meet clients' risk tolerances. Periodically, Chuck Friedlander performs rebalancings that reflect current trends and maximize tax efficiency.
As part of the Wells Fargo Advisors team since 2003, Mr. Friedlander has achieved Platinum Advisor status, ranking among the top 1 percent of advisors nationwide. He has consistently earned nominations to Barron's Top 100 Advisors. Mr. Friedlander's background includes a role with ARCS Mortgage, where he assisted clients in obtaining their dream homes.
Mr. Friedlander is a Sigma Chi Fraternity member who held numerous offices with the organization and spearheaded philanthropic events while attending California State University Northridge. He received the Sigma Chi Scholarship Award across eight consecutive semesters and graduated summa sum laude.