Directory

>

Crpc Vice President-Wealth Management Chuck Headley

avatar

Crpc Vice President-Wealth Management Chuck Headley

Vice President - Wealth Management | CUNA Mutual Group

United States

View contact details (it's free)

Crpc Vice President-Wealth Management Chuck Headley

Summary

Chuck Headley is a seasoned financial advisor with over 30 years of experience in investment and retirement planning. He specializes in guiding individuals and families through the complexities of financial decisions, from 401k rollovers to retirement income strategies. His approach emphasizes education, helping clients understand their options and engage with their financial futures. Chuck's commitment to his clients is mirrored in his personal life, where he balances a busy family life with six children and active community involvement at Grace Community Church. His dedication to service and faith shapes both his professional and personal pursuits, making him a trusted partner for his clients. In addition to his wealth management role, Chuck has a strong background in life insurance and long-term care planning, ensuring comprehensive financial solutions for his clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Crpc Vice President-Wealth Management Chuck Headley

Work Experience

company logo

Vice President - Wealth Management at

CUNA Mutual Group

November 1991 - Present

company logo

Financial Advisor at

Southeast Delco School District

June 1988 - November 1991

Logos provided by Logo.dev

Crpc Vice President-Wealth Management Chuck Headley

Education

Westminster College (PA), Bachelor Of Business Administration (B.B.A.)

January 1984 - January 1988

Westminster College (PA), Bachelor Of Arts (B.A.) (Concentration - Finance)

January 1984 - January 1988

Frequently Asked Questions about Crpc Vice President-Wealth Management Chuck Headley

What is Crpc Vice President-Wealth Management Chuck Headley email address?

Crpc Vice President-Wealth Management Chuck Headley's primary email address is **************@cunamutual.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Crpc Vice President-Wealth Management Chuck Headley work for?

Crpc Vice President-Wealth Management Chuck Headley is a Vice President - Wealth Management at CUNA Mutual Group, a company specializing in Functions related to depository banking.

Where Crpc Vice President-Wealth Management Chuck Headley graduated from?

Crpc Vice President-Wealth Management Chuck Headley holds a degree in Finance from Westminster College (PA).

How can I directly contact Crpc Vice President-Wealth Management Chuck Headley?

To contact Crpc Vice President-Wealth Management Chuck Headley directly, you can use the email address **************@cunamutual.com. Complete contact information is available upon registration with Muraena.

Who is Crpc Vice President-Wealth Management Chuck Headley?

Chuck Headley is a seasoned financial advisor with over 30 years of experience in investment and retirement planning. He specializes in guiding individuals and families through the complexities of financial decisions, from 401k rollovers to retirement income strategies. His approach emphasizes education, helping clients understand their options and engage with their financial futures. Chuck's commitment to his clients is mirrored in his personal life, where he balances a busy family life with six children and active community involvement at Grace Community Church. His dedication to service and faith shapes both his professional and personal pursuits, making him a trusted partner for his clients. In addition to his wealth management role, Chuck has a strong background in life insurance and long-term care planning, ensuring comprehensive financial solutions for his clients.

Crpc`s contact details

mail

**************@cunamutual.com

Colleagues

avatar
Patrick Ruane

Regional Vice President

avatar
Paul Walsh

Chief Executive Officer

avatar
Cfp Frank Feng Chfc

LPL Financial Advisor

avatar
Gary Surak

Financial Advisor, VP Wealth Management

Gary Young

VP - National Sales

George Thompson Clu Chfc

Vice President Wealth Management

Steve Dowden

SVP Asset Management Sales

Steve Gilrowski

Vice President Sales

Steve Suleski

Senior Vice President, Chief Governance & Compliance Officer

Richard Gerundo

Vice President, Wealth Management Services

View Contact details (it's free)
Request Profile Removal