Chuck Thoele
Author of “Bulls, Bears, and Basketball”
Air Date, March 9, 2014
Chuck Thoele is a partner at the independent advisory firm of Robertson, Griege, and Thoele, based in Dallas, TX, and Irvine, CA. He is a Certified Financial Planner (CFP)TM, Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), with more than thirty years of broad experience in many aspects of financial planning and investing. Chuck is active in the Dallas community, having served on the boards of various non-profit organizations benefiting underprivileged children, the arts, and education.
Chuck grew up in Indiana, is an Indiana University graduate, and is a die-hard college basketball fan. This book connects two of his greatest loves—helping people manage their money and the annual spectacle of the NCAA Tournament.