Chuck Bean

Chuck Bean

Formal First Name
Charles (Chuck)

Chuck Bean is Founder and CEO of Heritage Financial Services. On top of his executive management duties, he serves as a Senior Wealth Manager to a handful of the firm’s top clients. He started his career by selling insurance and investments for John Hancock in 1990, and established Heritage in 1995 in affiliation with independent broker-dealer Commonwealth Financial Network. Chuck is also involved in community and philanthropic activities. He volunteers on local boards and mentors students. He is founder and president of the Boston Benefits Foundation.

Professional Experience

Academic History

Certifications and Recognitions

  • Forbes Top 250 Wealth Advisors, 2020
  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Barron's Top 100 Independent Advisors, 2020
  • Barron's Top 1,200 Advisors, 2020
  • Barron's Hall of Fame

Community Involvement