Our Team

Charles Manthey

Charles Manthey founded Bluechip Financial Planning, Inc. in 1992. He is a Certified Financial Planner and holds an MBA in Finance from Indiana University and a BA in Chemistry and Economics from Denison University. Charles began his career in Financial Control for Texas Instruments in 1980. He helped prepare annual and quarterly shareholder reports and served as shareholder contact. In 1987, he began working as a Financial Consultant with Merrill Lynch, where he specialized in retirement planning and tax advantaged investments. Charles has served as president of the Richardson East Rotary Club, and has given numerous talks to groups of businesses and individuals.

Securities offered through Securities America, Inc. Member NASD/SIPC. Charles Manthey is a Registered Principal, and is licensed in Texas, Illinois, California, Michigan, Florida, and Georgia.