Chuck Serveiss

Chuck’s role is VP, Business Consulting, supporting all GRP Financial advisors and their staff. Chuck has 13 years of experience in the financial industry, most recently serving as AVP, LPL Retirement Partners, where he led the West Region Sales & Consulting team. Most of his 11 plus years at LPL was spent within the Retirement Partners Division. He is able to form strategic partnerships and has worked with many advisor teams to help grow and retain their retirement plan business, while also assisting in creating efficiencies within advisor practices.

Prior to LPL Chuck worked at John Hancock where he worked within the annuity operations group. Chuck holds a bachelor’s degree in political science and criminal justice from the University of New Hampshire. He also holds a master’s degree in organizational leadership from the University of Southern New Hampshire. He holds the CPFA Certified Plan Fiduciary Advisor AIF, Accredited Investment Fiduciary, and CRPS Chartered Retirement Plan Specialist, Designations.
Chuck will be east coast based, in Portsmouth, New Hampshire. In his free time he enjoys snowboarding, stays active in playing sports, golf, fishing, and spending time with family and friends.