Charles Shreve
CA Insurance Lic# 0A42026
Senior Vice President, Wealth Management Group, LPL Program Manager
Chuck Shreve serves as the Vice President of Wealth Management at FB Investment Services, A Division of Fremont Bank. Charles also serves as the Program Manager for LPL Financial. For over 28 years, he has been providing banking and investment services for high net worth individuals, and businesses in the bay area. He coaches and mentors his Team about financial planning best practices and wealth transfer strategies to deliver meaningful solutions to clients.
Chuck is a licensed leader holding his Series 7, Series 63, Series 66, Series 9, Series 10, Series 24 through LPL Financial as well as his CA Life/Health licenses.
Prior to joining Fremont Bank, Charles was an SVP at Merrill Edge/
Bank of America, a VP Manager at Fidelity Investments, a VP Manager
at Ameriprise Financial, and an SVP Regional Sales Manager for
USBancorp Investments in the 11 Western States. Charles also led
the investment subsidiary as an SVP of Bay View Bank, MoneyCare
Inc. and led several branches in the Bay Area. He earned his B.S. in
Management from the University of Santa Clara.
Charles is a native San Franciscan with two children, an active traveler
and an avid golfer.