Chuck Rylant
Author - "How to be Rich: The Couple's Guide to a Rich Life Without Worrying About Money"
- Location
- Santa Barbara, California Area
- Industry
- Financial Services
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Chuck Rylant's Overview
- Current
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- Owner at Chuck J. Rylant, MBA, CFP®
- Education
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- California Polytechnic State University-San Luis Obispo
- College for Financial Planning
- National Tax Training School
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University of La Verne
- Recommendations
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6 people have recommended Chuck
- Connections
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415 connections
Chuck Rylant's Summary
Chuck Rylant, MBA, CFP® specializes in fee-only, comprehensive personal financial planning and tax preparation to upper middle income families in Santa Maria, California. Many of Chuck Rylant's clients are public safety employees such as police officers and firefighters.
Chuck Rylant's clients have a wide range of needs that include: retirement planning and projections, small business planning, college funding, tax preparation and planning, estate planning and insurance needs.
Chuck Rylant's firm is unique because they do not charge commissions or have sales quotas. They only work on a retainer basis so clients are assured they receive objective advice that is in their best interest.
Specialties
Comprehensive fee-only financial planning and tax preparation in Santa Maria, California.
Chuck Rylant's Experience
Privately Held; Myself Only; Financial Services industry
January 2006 – Present (6 years 5 months)
This has been my most rewarding job yet. I get to help people reduce the stress of money so they can quit worrying about it and focus on more important things. I help families arrange their money so they are secure for tomorrow while also getting the most out of life today. They make the best financial decisions so they can spend their time and energy on what makes them most happy--family, vacations, hobbies, and rewarding careers.
** I've removed recommendations to stay compliant with State regulations**
Chuck Rylant's Skills & Expertise
Chuck Rylant's Education
California Polytechnic State University-San Luis Obispo
MBA, Business
2006 – 2007
Returning to college to earn an MBA was my adventure away from a career in law enforcement and the beginning of my financial planning career. I learned some business skills and really enjoyed taking a break from the real world.
Activities and Societies: MBA Association President, graduation speaker and participant in the International Business tour to China.
College for Financial Planning
CFP, Personal Finance
2006 – 2007
Besides reading volumes of books and attending numerous conferences, this was the foundation for my financial planning career.
National Tax Training School
California Registered Tax Training, Tax Law
2006 – 2007
University of La Verne
BS, Organizational Leadership
1995 – 2004
This was a long, hard journey. I was working the graveyard shift as a police officer and taking one class at a time. I majored in Organizational Leadership because it was the easiest degree and required the least math. As it turned out, I really enjoyed the subject and then paid the price for the lack of math when I returned to get my MBA.
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