CHARLES MCDONALD
Chuck McDonald started Cresscila in 2024 after a 20+ year career in wealth management. As an advisor on a top team, he was responsible for working in many areas of the practice, including marketing, sales, client optimization, compliance and staffing and spent as much time working on the business as working in it. After 20 years in that role, he came to the realization that he wanted something different. Like so many of the families he helped transition through their own retirement, Chuck was ready for a new chapter in his own life, inspired by the successes, and educated by the cautionary tales of those he had worked with over 20 years. He launched Cresscila with the idea that successful entrepreneurs with great products and services, armed with some basic knowledge and the ability to ask the right questions, can transform their profitability, their results, and ultimately, their lifestyle as they grow and create success beyond what they ever thought possible. Chuck is a Certified Financial PlannerTM and a Certified Exit Planning Advisor.
Chuck McDonald started Cresscila in 2024 after a 20+ year career in wealth management. As an advisor on a top team, he was responsible for working in many areas of the practice, including marketing, sales, client optimization, compliance and staffing and spent as much time working on the business as working in it. After 20 years in that role, he came to the realization that he wanted something different. Like so many of the families he helped transition through their own retirement, Chuck was ready for a new chapter in his own life, inspired by the successes, and educated by the cautionary tales of those he had worked with over 20 years. He launched Cresscila with the idea that successful entrepreneurs with great products and services, armed with some basic knowledge and the ability to ask the right questions, can transform their profitability, their results, and ultimately, their lifestyle as they grow and create success beyond what they ever thought possible. Chuck is a Certified Financial PlannerTM and a Certified Exit Planning Advisor.
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- Website:
https://cresscila.com - Phone: +12069401635
- City: Bend
- State: Oregon
- Postal Code: 97701
- Country: United States
- Designations:
- Markets Served:
- Company Name: Cresscila
