Chuck Kanoy serves as Senior Advisor, bringing more than 50 years of experience helping individuals, families, and business owners navigate important financial decisions with thoughtful guidance and a long-term perspective.
Throughout his career, Chuck has built his practice around trust, personal relationships, and a commitment to helping clients make informed financial decisions with confidence. Known for his steady approach and dedication to those he serves, he has worked closely with multiple generations of clients through changing markets, evolving financial goals, retirement transitions, and life’s many milestones.
Chuck earned his undergraduate degree from Occidental College and remained actively connected to the school community, twice serving as a member of the Occidental Alumni Board of Governors. Over the course of his career, he earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.
He has also previously served on the boards of the Orange County Chapter of The Charitable Gift Planning Council, The American Society of CLU & ChFC, Orange Coast Christian School in San Clemente, and as an Elder and Deacon at Harbor Point Church in San Juan Capistrano. In addition, Chuck currently serves as Chairman of the Board for Mississippi Robotics, a nonprofit organization focused on expanding STEM education opportunities for students and educators in underserved communities.
Today, Chuck continues to provide guidance to longtime clients and their families while supporting the continuation of the relationship-centered approach that has defined his career for decades.