Senior Financial Planning Associate
Chuck Kimmel is a Senior Financial Planning Associate at Councilor Wealth. He brings more than 16 years of experience in financial services and specializes in financial planning, wealth management, and operational efficiency — helping clients achieve their long-term goals through tailored strategies and thoughtful guidance.
Before joining Councilor in 2025, Chuck advanced through multiple roles at SPC Financial, rising from Client Service Associate to Partner. During that time, he mentored financial planners, refined internal processes, and strengthened the firm’s planning practices to improve efficiency and client outcomes. He previously began his career at Arrow Investment Advisors, where he supported advisors in investment product promotion.
