Charles Cha Email & Phone Number
Financial Advisor
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Charles Cha Location
- Monterey, CA, US
Charles Cha Work
- 2024 -now Financial Advisor @ Osaic Wealth Inc
- 2012 -2022 Financial Consultant @ Questar Capital
- 2003 -2022 Registered Representative @ CHA Financial
- 2003 -2011 Financial Advisor @
- 1999 -2003 Project Manager @
- 1974 -1977 Research Staff Member @
Charles Cha Education
- University of Illinois at Urbana-Champaign
Doctor of Philosophy (PhD) (Computer Science)
1968-1974 - The Chinese University of Hong Kong
Bachelor of Science (BS) (Mathematics)
1964-1968
Charles Cha Skills
- Project Management
- Term Life Insurance
- Research
- Life Insurance
- Retirement Planning
- Annuity Sales
- Brokers
- Employee Benefits
- Long Term Care
- Fixed Annuities
- Insurance
- Strategic Planning
- Hospitals
- Whole Life
- Health Insurance
- Cross Functional Team
- Disability Insurance
- Retirement
- Cross Functional Team Leadership
- Financial Analysis
- Program Management
Charles Cha Summary
- Charles Cha, based in Monterey, CA, US, is currently a Financial Advisor at Osaic Wealth Inc. Charles Cha brings experience from previous roles at Questar Capital, CHA Financial, AXA and AT&T. Charles Cha holds a 1968 - 1974 Doctor of Philosophy (PhD) in Computer Science @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Project Management, Term Life Insurance, Research, Life Insurance, Retirement Planning and more. Charles Cha has 1 mobile phone numbers on RocketReach.
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