Charles F. Farrell
65RETIRE Wealth Managers, Inc.
Financial Advisor with offices in Newport Beach, and Irvine, CA and serving the Orange County area
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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65RETIRE Wealth Managers
23 Corporate Plaza Dr.
Suite 150
Newport Beach CA 92660
65RETIRE Wealth Managers
9870 Research Drive
Irvine CA 92618
Charles Farrell is an Orange County, CA financial advisor with offices in Newport Beach and Irvine, CA. 65RETIRE Wealth Managers, Inc. specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Title in the firm
President & CEO

Charles Farrell is the President of 65RETIRE Wealth Managers and a veteran financial advisor, public speaker, and author. Specializing in 401(k) and IRA rollovers, business retirement plans, and wealth management services, he has helped thousands of families and individuals plan for retirement and pursue their dreams. During his career, including nearly 14 years as Vice President and Senior Financial Advisor at Merrill Lynch, Charlie discovered one indisputable truth: too many people are underprepared for retirement. As a result, he founded 65RETIRE Wealth Managers.

As one of Orange County’s leading financial advisors, Charlie has led more than 200 investment guidance workshops for pre-retirees, retirees, business owners, and financial planners. At Merrill Lynch, Charlie was a top producing financial planner not only in his local Orange County office but nationwide of nearly 16,000 advisors. He also authored the book, “Saving For Your Retirement Dream,” which outlines his innovative yet simple financial planning process with easy-to-understand language and tools, including proprietary calculators. He seeks to instill confidence in clients by cutting through the confusion and offering total support.

Charlie is a Registered Representative with Securities America and holds securities licenses 7, 63, 65, and 31. He graduated from the University of the Pacific, where he studied business and psychology. He lives in Newport Beach and is “Uncle Charlie” to eight nieces and nephews. A former competitive ski racer, Charlie leads an active life, playing tennis and golf and volunteering for community sports leagues and charities that include Doctors Without Borders USA, Autism Speaks, Wounded Warrior Project and The Fuller Center for Housing. A history and geography enthusiast, he enjoys traveling the world and exploring new cultures.

CA Life Insurance License: 0B77357

Registered Representatives offer securities through Securities America, Inc., an Independent Broker Dealer, member FINRA ( / SIPC ( Advisory services offered through Cooper McManus. 65RETIRE, Cooper McManus and Securities America are separate entities. Securities, Insurance and Advisory licensed in CA. CA Insurance License 0B77357.

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