Charles V. Kimmel, III (Chuck) joined SPC Financial® (SPC) in July 2009 and is currently the Director of Financial Planning.
As a CERTIFIED FINANCIAL PLANNER™ Professional with over a decade of experience in the financial services industry, Chuck directs a talented and skilled team of financial planners and associates within SPC’s Financial Planning Department. Chuck guides members of the team by overseeing their schedules, workloads, training, and documentation. He is also involved in reviewing and updating policies and procedures for the financial planning process.
Chuck works directly with SPC’s Financial Advisors to provide financial resources to address their clients' financial goals.
He also helps mentor team members to expand their knowledge and explore career opportunities in financial planning, which may include becoming a financial advisor.
In addition to his role as Director of Financial Planning, Chuck is actively involved in communicating with SPC’s clients and prospects. He also oversees many aspects of the firm’s Human Resources and Financial Technology.
Prior to becoming SPC’s Director of Financial Planning, Chuck assisted SPC’s financial planners with their client overviews and financial analyses. He trained under SPC’s President and CEO as a Client Service Associate. In this capacity, Chuck was the liaison between Jeff Sella and his clients, facilitating client requests and handling correspondence, which prepared him for his transition into the Financial Planning Department. In 2013, Chuck earned his CERTIFIED FINANCIAL PLANNER™ Professional certification.
Chuck began his career in 2008 as an investment consultant at Arrow Investment Advisors in Olney, Maryland. Chuck earned a Bachelor of Science degree in Finance from University of Maryland University College in 2008.
Chuck currently resides in Laytonsville Maryland with his wife, two sons, a daughter, and a black Lab. He enjoys being outdoors and spending time with his family.