Chuck Riesterer, CFP^®, ChFC^®, CLU^®

Designations and licenses

Chuck is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant® and Chartered Life Underwriter®.

Experience and education

Chuck focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Chuck served as a sales executive at Altruist, where he owned the sales cycle for the Midwest territory. Before that, he spent more than five years as a wealth advisor at Promus Financial Group, building holistic financial plans and advanced protection strategies for individuals and businesses. He began his career at Edward Jones and Charles Schwab & Co., where he developed a strong foundation in client relationship management and securities industry fundamentals.

Chuck earned a bachelor’s degree from Miami University and an MBA from the Jack Welch Management Institute at Strayer University.

Personal interests

Away from the office, Chuck enjoys traveling, running, cycling and spending time with his wife and two dogs.

Chuck’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.