6345 Balboa Boulevard, Building 4
At Charton Financial Group, we strive to be a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized and integrated financial services.
In practice since 1979, Ed Charton has been providing financial services strategies to our clients for four decades. In 2019 Ed decided to branch out to form Charton Financial Group aligning with LPL Financial, a leading independent National broker dealer firm*. Our partnership with LPL Financial enables us the freedom to service and build value for our clients while leveraging LPL’s scale and technology. We take pride in the scope and depth of our organization which allows us to provide greater strategies, greater insight and greater support to our diverse clientele.
As we partner with our clients to understand their specific needs and goals, we leverage our independent business model to offer our clients truly holistic planning and broad access to a universe of experience, products and services. This model empowers us to bring together leading-edge innovation, preferred relationships, and advanced resources. In that spirit, we aim to empower our clients to protect what is important, assisting with the creation, growth and preservation of assets, effectively managing risk and to helping organizations manage their human and financial capital. We strive to bring our individual and corporate clients balanced strategies to help them prosper long term.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
As financial professionals, we are committed to helping people just like you create strategies planning for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities seeking to reap those rewards.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.