About Balanced Wealth Solutions

Chuck Rowan is an industry expert in the education and implementation of alternative solutions for safely building and protecting retirement wealth. For over 20 years, he has used this expertise to help his clients optimize their assets to design retirement strategies utilizing conservative financial products that provide safety, liquidity, and guarantees.

Chuck believes that understanding and defining a client's needs and objectives, as well as educating him on suitable and appropriate financial alternatives, is the key to successful retirement planning.

Chuck's unique ability is taking this knowledge and skillfully designing properly structured tax- free income or guaranteed lifetime income solutions that help protect his clients' portfolios from unexpected and untimely market corrections.

His services also include consultation on and implementation of suitable mortgage solutions for first time home buyers as well as experienced homeowners and investors. He educates his clients about successful equity and debt management and methods to eliminate unnecessary transfers of wealth.

Chuck is a licensed California real estate broker and insurance agent. He is proud to work with clients and assist them in meeting their financial goals.

He is married with six children and enjoys spending time with his family and coaching youth sports.