Charles Barnett Rathmell - Morgan Stanley Financial Advisor - SANTA ANA, CA
Morgan Stanley
Charles Barnett Rathmell, CFP, CIMA
Vice President, Wealth Management
Wealth Advisor
2677 NORTH MAIN STREET 10TH FL
SANTA ANA, CA 92705
tel: (714) 648-3483
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For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Education and Licensing
  • Bachelor of Arts in Business Administration
    California State University, Fullerton
  • CFP Professional Education Program
    College for Financial Planning
Honors and Recognition
  • Director's Club 1998, 2004, 2007

Charles Barnett Rathmell holds the following registrations:
Securities Agent: AZ, CA, CO, GA, ID, IL, KS, MA, ME, MN, MO, NC, NE, NM, NV, OK, OR, PA, TX, UT, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures
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