A respected and seasoned professional in the financial services industry, Chuck Kranzusch is an advisor with Conceptual Financial Advisors, LLC. Chuck is also President of Valley Insurance Associates, Inc., aproperty/casualty independent insurance agency.
He has worked in the financial services industry since 1975 and is experienced in most major areas of insurance and finance. Chuck's concentration is in Risk Management Consulting and Wealth Accumulation Strategies for business clients. Additionally, Chuck provides advice for corporate retirement plans and individual financial plans. While Chuck's financial experience, knowledge and training is broad, his focus has remained the same throughout his career. He focuses on protecting the financial well-being of his clients through risk-transfer and building wealth by utilizing techniques of managed portfolio design.
Because of his diverse background in all major aspects of insurance and wealth accumulation, Chuck brings unique expertise to commercial business clients. He is licensed in property, casualty, health and life insurance in Wisconsin and surrounding states. He is a CERTIFIED FINANCIAL PLANNER (TM) practitioner. Chuck also holds a Long Term Care Professional (LTCP) designation. WI insurance license #184564.
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