Charles (Chuck) Ballweg, CLU®, ChFC, CFP®, MSFS

Charles (Chuck) Ballweg, CLU®, ChFC, CFP®, MSFS
Advisor, Financial Planner, Registered Principal
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Chuck Ballweg specializes in financial planning for small business owners, busy professionals and affluent retirees who want to reduce their taxes, invest for their futures and leave lasting legacies. His experience in the business-owner market has led to Prosperity Financial Group being named among the 2006 “Top Financial Planning Firms” by the East Bay Business Journal. For 17 years, he co-owned a sales and marketing firm helping business owners achieve their goals. At Prosperity Financial Group, Chuck offers his clients access to a full range of financial products and support coupled with professional advice and a commitment to excellent service.

Chuck attended the University of Wisconsin in Madison and holds a Bachelor of Arts and a Bachelor of Science. Additionally, he has earned numerous industry credentials from The American College in Bryn Mawr, Pennsylvania, including the Chartered Life Underwriter (CLU®) designation, which reflects advanced studies in economics, finance, government and employee benefits, insurance, investments, and taxation and estate planning; the Chartered Financial Consultant (ChFC®) designation, which is awarded after the completion of studies relating to comprehensive financial planning and the application of insurance, investments and tax benefits to achieve long-term benefits for clients; and the Certified Financial Planner™ certification, which is earned through further study of each of the areas above, followed by a comprehensive examination. Chuck is also among a select group of individuals who have earned the Master of Science in financial services (MSFS).

Chuck and his wife, Edith, are longtime residents of Danville, California, and are active members of the Blackhawk Country Club. Chuck regularly participates in charitable and voluntary community events. He is an accomplished archer, frequently participating in archery tournaments, and a well-known bow-hunter, traveling the globe on bow-hunting safaris.

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Market Data

Market DataBank: 2Q 2019

Contact Info

2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583
Phone: 925-314-8500
Fax: 925-314-8504

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