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.
- Board Chair - Intervention Center for Early Childhood
- League Director - Miracle League of North Orange County
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Wealth Management
- Asset Management
- Philanthropic Services
- 401(k) Rollovers
- Qualified Retirement Plans
- 529 Plans
- Planning for Special Needs Individuals
- Professional Portfolio Management
- Municipal Bonds
- Fixed Income
- Exchange Traded Funds
- Alternative Investments
- Bachelor of Arts in Business Administration
California State University, Fullerton
- CFP Professional Education Program
College for Financial Planning - Centennial, Colorado
- Director's Club 1998, 2004, 2007
- Century Club 2014
- Present: Morgan Stanley Wealth Management First Vice President, Wealth Advisor
Originally hired by our predecessor firm Dean Witter Reynolds, I have spent my entire financial services career with this firm beginning as an account executive advancing to my current position.
Charles Barnett Rathmell II holds the following registrations:
Securities Agent: AK, AR, AZ, CA, CO, FL, GA, ID, IL, KS, MA, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OK, OR, PA, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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