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Charles Joseph Root, Edit Profile

consultant , Finance executive

Charles Joseph Root,, American finance executive, consultant. Registered investment advisor; charter finance consultant; certified finance planner.

Background

Root,, Charles Joseph was born on July 26, 1940 in Pierre, South Dakota, United States. Son of Charles Joseph and Hazel Ann (Messenger) Root.

Education

Student, San Francisco Junior College, 1963-1965;student, La Salle Extension U., 1970-1971;student, College of Marin, 1971-1972;student, American College Life Underwriters, 1978-1982.

Career

Estate planner, Bankers Life Company, San Francisco, 1966-1978;finance planner, Planned Estates Associations, Corte Madera, California, 1978-1981;managing director, Double Eagle Finance Corporation, Santa Rosa, California, since 1981;investment advisor, Double Eagle Finance Corporation, Santa Rosa, California, since 1983;personal business manager, since 1987.

Achievements

  • Registered investment advisor. Charter finance consultant. Certified finance planner.

Membership

Vice president Big Brothers of America, San Rafael, California, 1976-1980. Treasurer committee to elect William Filante, San Rafael, 1978, Community Health Centers of Marin, Fairfax, California, 1982-1983, Wellspring Foundation, Philo, California, 1981-1985. Treasurer, board directors Center for Attitudinal Healing, Tiburon, California, 1989-1992.

Board directors Pickle Family Circus, San Francisco, 1988, United Way Sonoma Lake, Mendocino Counties, since 1993. Board directors Redwood Empire Estate Planning Council, Santa Rosa, California, since 1992, vice president programs, 1993, president 1995-1996). Member International Association Finance Planners, College Finance Planning (certified finance planner 1988), Registry of finance Planning, National Association Life Underwriters, Marin County Association Life Underwriters (vice president 1971-1976, editor newsletter 1976-1980), Rotary (Paul Harris Fellow 1980).

Interests

  • Other Interests

    Avocations: pilot, downhill skiing, scuba diving, golf.

Connections

1 child from previous marriage, Roseann Marie. Married Sharon Lee, June 24, 1995. Stepchildren: Nichole Marie Marcillac, Monique Marie Marcillac.

father:
Charles Joseph Root,

mother:
Hazel Ann (Messenger) Root,

spouse:
Sharon Lee

children:
Nichole Marie Marcillac Root,

Monique Marie Marcillac Root,