Chuck Segal

Vice President of Suitability

A member of the GamePlan team since 2009, Chuck truly enjoys what he does and never lacks in enthusiasm, always eager to help guide you through the suitability process. Prior to his current role, Chuck spent 20 years with Great Western Bank, Washington Mutual Bank, and Chase in their Investment divisions. He is life and health insurance licensed and currently holds the Series 7, Series 24, Series 53, Series 63 and Series 65 securities registrations.

Chuck is married with two grown children. In addition to his dog, Sammy, he is also a marine aquarist who keeps up with numerous salt water fish and corals across multiple tanks. The San Diego State University graduate is an avid sports fan who follows the Miami Dolphins now that his daughter is on their cheerleading squad. A frequent traveler, Chuck prefers what many might consider less “suitable” travel destinations in the world, opting for holes-in-the-wall where he can get to know the locals. While we’re always a little worried he might “go native” on one of his excursions, we love hearing his stories when he’s back in the office.


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