Charles Farrell is the President of 65RETIRE Wealth Managers and a veteran financial advisor, public speaker, and author. Specializing in 401(k) and IRA rollovers, business retirement plans, and wealth management services, he has helped many families and individuals plan for retirement and pursue their dreams. During his career, including nearly 14 years as Vice President and Senior Financial Advisor at Merrill Lynch, Charlie discovered one indisputable truth: too many people are underprepared for retirement. As a result, he founded 65RETIRE Wealth Managers.
- Three Decades Serving Families & Businesses in Orange County
- Former Vice-President Merrill Lynch (1995-2009)
- Top-Producing Financial Planner Nationwide at Merrill Lynch
- Conducted over 200 educational seminars in Orange County representing Merrill Lynch
- Professional Portfolio Manager & Investment Fiduciary, 65RETIRE Wealth Managers
- Voted Orange County Five Star Professional Wealth Manager (2013-2016)
- Firm has A+ rating with Better Business Bureau
As one of Orange County’s leading financial advisors, Charlie has led more than 200 investment guidance workshops for pre-retirees, retirees, business owners, and financial planners. At Merrill Lynch, Charlie was a top producing financial planner not only in his local Orange County office but nationwide of nearly 16,000 advisors. He also authored the book, “Saving For Your Retirement Dream,” which outlines his innovative yet simple financial planning process with easy-to-understand language and tools, including proprietary calculators. He seeks to instill confidence in clients by cutting through the confusion and offering total support.
Charlie is a dynamic and creative thinker who thrives on reinventing. He has a strong desire to come up with a different approach. His goal is to be inventive, resourceful and artistic. He seeks to find new strategies that depart from traditional methods, and looks at the "same-old" with a fresh perspective. He endeavors to create new ideas. His goal is to inspire and encourage others to step out of the box.
Charlie is a Registered Representative with Securities America and holds securities licenses 7, 63, 65, and 31. He graduated from the University of the Pacific, where he studied business and psychology. He lives in Newport Beach and is “Uncle Charlie” to eight nieces and nephews. A former competitive ski racer, Charlie leads an active life, playing tennis and golf and volunteering for community sports leagues and charities that include Doctors Without Borders USA, Autism Speaks, Wounded Warrior Project and The Fuller Center for Housing. A history and geography enthusiast, he enjoys traveling the world and exploring new cultures.
CA Life Insurance License: 0B77357