Charles Barnett Rathmell II - Morgan Stanley Financial Advisor - Santa Ana, CA
Morgan Stanley
Charles Barnett Rathmell II, CFP, CIMA
First Vice President, Wealth Management
Wealth Advisor
Senior Investment Management Consultant
2677 North Main Street
Suite 1000
Santa Ana, CA 92705
tel: (714) 648-3483
toll-free: (800) 733-5181 
fax: (714) 541-2413
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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.

Services
  • 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
  • Annuities
Education and Licensing
  • Bachelor of Arts in Business Administration
    California State University, Fullerton
  • CFP Professional Education Program
    College for Financial Planning - Centennial, Colorado
Honors and Recognition
  • Director's Club 1998, 2004, 2007
Business Experience
  • 1993 - 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: 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;

CA Insurance Lic. 0B34933
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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Awards Disclosures
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