CHUCK OLIVER
Charles “Chuck” Oliver is an industry recognized wealth strategist who works with baby boomers and their families who are uncertain about planning in and for retirement. Their concerns center around taxes, market risk, and the possibility of out living their income. Mr. Oliver helps his clients gain clarity, balance, focus, and confidence about their wealth creation and preservation. Chuck refutes the wisdom of the importance of paying off mortgages and putting the money into IRA’s, 403b’s, and 401K’s. Chuck and his Team educate clients on how to increase their retirement income by 50% or more with little or no tax, with no market risk, and how to establish a tax free income for the rest of their lives, and one that will transfer tax free to future generations.
Accomplishments include:
- Graduate of Capital University, working as a wealth strategist in the planning industry since 1992
- Nationally known top producer
- Speaker and trainer for nationally known insurance companies and top industry producers.
- Featured in industry magazines and newspapers.
- Interviews with Top Producer Strategies, Mortgage Coach, and In Touch Today with Todd Duncan.
- CRMS (Certified Residential Mortgage Specialist)
- RMA (Registered Mortgage Advisor)
- CLA (Certified Liability Advisor)
- Certified Missed Fortune & Your Circle of Wealth Advisor
- Founder/Creator of “Missed Practice”™ a financial industry “best practice” mentoring/training company to Financial and Mortgage Advisors focused on “Missed Fortune” planning.
- Co-authoring an Equity Management book with New York Times Best Selling Author Douglas Andrew, of Missed Fortune 101, and The Last Chance Millionaire.
- Borrow Smart Retire Rich mentor, trainer, educator.
- Missed Fortune speaker, trainer, educator at Summit in Salt Lake, Las Vegas, San Diego.
- Missed Fortune Advisor Founding Member Affiliate.
- Author of Borrow Smart, Retire Rich
Chuck is husband to Leanna and a father of two boys, Davis and Drake. He holds his family as one of his top priorities. Chuck is an avid golfer and runner. Chuck runs marathons to raise money for special causes.
Chuck’s Unique Ability:
“Investing in the well-being of others through strategic planning and innovative solutions to help serve and transform financial and personal lives.”
Mark Yerke is a trusted advisor and Wealth Strategist with the Chuck Oliver Team and
American Equity Advisory Group. He has advised clients as a financial strategist in the mortgage and financial services industry since 1987.
Brenda has served in the mortgage and financial industry for more than 18 years. Brenda works with her clients from the beginning to the end, making sure her all their needs are met and each client is satisfied and getting the best deal.
Thomas Furio is the Director of Business Development for the AEAG. Tom works with mortgage professionals and financial planners across the country to better serve their clients achieve greater levels of wealth and more secure retirements.
Millie did loan origination and later was a closing agent for Title Resources Title Agency. Presently her key role with The Chuck Oliver Team is in setting appointments and surveying clients as they go through our unique process.
Sheri makes sure all clients' cases are taken care of from beginning to end. She assures each person understands his or her financial plan and is making their money work.