Chuck Dunham Email & Phone Number

Chuck Dunham

Comprehensive Wealth Planner at First Financial Group of the South | Birmingham, Alabama, United States

Chuck Dunham Socials
About Chuck Dunham

Chuck Dunham serves as a Comprehensive Wealth Planner at First Financial Group of the South, where he leverages his extensive expertise to guide clients through their unique financial journeys. With a focus on "Critical Financial Events," Chuck adopts a holistic approach to financial planning, recognizing that each client’s financial landscape is shaped by both current circumstances and future aspirations. This innovative perspective allows him to address the complexities of personal finance in a way that resonates deeply with clients, who often describe their financial situations as “the hand I was dealt.”

In his role, Chuck specializes in a wide array of financial planning services, including retirement planning, investment strategy, estate planning, and insurance analysis. His professional certifications—CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor™, Chartered Financial Consultant, and Chartered Life Underwriter—underscore his commitment to delivering comprehensive and tailored financial solutions. Additionally, he provides valuable insights for small business owners, focusing on succession planning to ensure a seamless transition and continued success.

Chuck's proficiency in areas such as IRAs, annuities, life insurance, and asset management positions him as a trusted advisor in the financial services industry. By integrating his knowledge of investment strategies with a keen understanding of market dynamics, he empowers clients to make informed decisions that align with their long-term financial goals. Through his work at First Financial Group of the South, Chuck Dunham continues to make a significant impact, helping clients navigate their critical financial events with confidence and clarity.

Chuck Dunham Work
1 experience icon

Comprehensive Wealth Planner at First Financial Group of the South in October 1983 to Present

2 experience icon

Managing Principal at Lincoln Financial Advisors in March 2003 to August 2013

Chuck Dunham Skills

Wealth Management

Retirement Planning

Estate Planning Strategy

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Frequently Asked Questions about Chuck Dunham

What is Chuck Dunham email address?

Email Chuck Dunham at [email protected]. This email is the most updated Chuck Dunham email found in 2026.

What is Chuck Dunham phone number?

Chuck Dunham phone number is +12055295608.

How to contact Chuck Dunham?

To contact Chuck Dunham send an email to [email protected]. If you want to call Chuck Dunham try calling on +12055295608. (updated on November 04, 2024)

What company does Chuck Dunham work for?

Chuck Dunham works for First Financial Group of the South

What is Chuck Dunham's role at First Financial Group of the South?

Chuck Dunham is Comprehensive Wealth Planner

What industry does Chuck Dunham work in?

Chuck Dunham works in the Financial Services industry.

Chuck Dunham Email Addresses

Email Chuck Dunham at [email protected]. This email is the most updated Chuck Dunham email found in 2026.

Chuck Dunham Phone Numbers

Chuck Dunham phone number is +12055295608.
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