Chuck Dunham

J. Charles "Chuck" Dunham, CFP®, CRPC®, ChFC, CLU

As a Comprehensive Wealth Advisor, Chuck Dunham has dedicated more than 35 years to families, retired couples, professionals, and business owners.  He has established himself as a respected and strategic wealth advisor within the industry. Personalized financial planning, customized to the individual and their family, allows Chuck to share his knowledge, experience, and vision in order to develop custom solutions to help grow, manage, and distribute clients’ wealth efficiently and effectively. Please refer to the accompanying career timeline for a further perspective on Chuck’s experience and career.

Experience/Achievements

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Chartered Retirement Planning Counselor (CRPC®)
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Shareholder – First Financial Group
  • 35 years of experience as a Comprehensive Wealth Advisor
  • Past President of the North Alabama Chapter of the Financial Planning Association (FPA)
  • Master’s Degree in Business Administration (MBA) from the University of Alabama at Birmingham
  • Bachelor of Arts Degree (BA) from Vanderbilt University

Chuck and his wife of 45 years, Mary, reside in Hoover. They enjoy spending time with their three children, Maleah and husband Scott (Nashville), Jon and wife AshLeigh (Birmingham), and Goose and wife Hannah (Birmingham), as well as their three grandchildren, Townes (2), Aria (1) and Delilah (1). Trips to the mountains with their pups, Thor and Skye, provide an opportunity to relax.  They attend various community theatres around town on a regular basis, even venturing to Tuscaloosa, Huntsville, or Montgomery on occasion.  In their spare time, Chuck and Mary enjoy traveling within the United States and abroad, with Ireland being one of their most favorite trips overseas.

 

Contact Information

201 Office Park Drive, Ste 300
Birmingham, AL 35223

Front Desk: 205-803-3333 x231

Toll Free: 800-255-4219 x231
Direct Line: 205-278-8231
Mobile Phone: 256-548-2158
Email:  chuck.dunham@lfg.com