Charles "Chuck" Miller was born and raised in South Dakota. He attended the University of South Dakota where he received a Bachelor of Science degree in Accounting in 1965. After a tour of duty in the U.S. Army and his first job on the East Coast, he moved to New Orleans in 1969.
In 1970, Chuck began his career in the financial services industry as a life insurance agent with the Massachusetts Mutual Life Insurance Company. He also served as the General Agent for that company from 1977 to 1980. In 1973, he received the designation of Chartered Life Underwriter (CLU). Chuck made the decision to expand his services to clients by becoming a Registered Representative in 1980 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 1983.
Chuck founded Financial Consulting Group, Inc. in 1980. Through this company he has continuously served clients in all areas of personal and business financial planning. These services include retirement planning, investment planning, tax planning, estate planning and risk management. Chuck prides himself on having general knowledge in all of these areas and specialized knowledge in the areas of retirement and investment planning. Chuck joined Raymond James Financial Services in 2007. Through Raymond James he is able to provide investment products in an independent environment.
During the past 34 years Chuck has served as President of the local chapters of both national financial planning organizations in New Orleans and has been President or Chairman of many community organizations.
Chuck is married to the former Leslie Welsch; they have four daughters and currently six grandchildren and counting. They have resided in Metairie, LA since 1970.
Paul V. Perez was born and raised in New Orleans. He attended Jesuit High School from where he graduated Summa Cum Laude in 1979. Paul received his Bachelor of Science degree in Finance from Louisiana State University in 1983.
Paul's start in the financial services industry came in 1986 when he joined the offices of CIGNA Financial Services in Metairie, Louisiana. Soon after, he teamed up with Chuck Miller with whom he is still associated today. Paul earned his CERTIFIED FINANCIAL PLANNER™ certification in 1993 after completing a three year program focusing on the financial planning process, income tax planning, retirement planning, estate planning, investment planning, and risk management among other topics.
Paul joined Raymond James Financial Services in 2007. Through Raymond James he is able to provide investment products in an independent environment.
Paul is married to the former Rhonda Beals. They have four children, Preston, Blake, Russell and Kaitlyn. They reside in Covington, Louisiana.
Christopher M. Fuller graduated from the University of New Orleans in 2002 where he received a Bachelor of Science degree in Business Administration and a Bachelor of Science degree in Management. Born and raised in New Orleans, Chris began his career in the financial services industry in 2001 working as the Operations Manager for Jack Dardis & Associates, Inc., a local Broker/Dealer firm. With his experience in handling the daily operations of a broker/dealer, Chris was employed by the NASD in New Orleans as a Compliance Examiner regulating Broker/Dealer firms on a national level.
Chris later joined Financial Consulting Group, Inc in April, 2005 and has been working in partnership with Charles Miller assisting clients with investments as well as services including retirement, education, and insurance. His experience in the securities industry continued when in 2006, Chris became licensed as Series 7 registered representative with Financial Network Investment Corporation.
Chris as an associate of Financial Consulting Group joined Raymond James Financial Services in 2007 along with Chuck Miller. His professionalism and expertise have contributed to the quality services provided to our clients. Chris specializes in the needs of professionals helping them establish plans to reach their financial goals.
Darren M. Olivio was born and raised in New Orleans. He attended Brother Martin High School from where he graduated in 1987. Darren received his Bachelor of Science Degree in Marketing from the University of New Orleans in 1992.
Darren started his Financial Services career in 1996 when he joined First National Bank of Commerce as a banker focusing on the financial needs of both individuals and businesses.
Beginning in 1999, Darren began his career as a Financial Advisor with Chase Investment Services. At this time he earned the following securities Licenses: Series 6, 7, 66, and 24. As Darren’s career progressed with Chase Investment Services Corporation he was promoted to Senior Investment Manager. As a Senior Investment Manager, Darren was responsible for directing all sales production and principal supervision for the states of Louisiana and Colorado through a team of seven investment managers and one hundred thirty one Financial Advisors.
As a Financial Advisor with Chase Investment Services, Darren helped his clients with their retirement and investment needs. Darren focuses on building individualized retirement and investment strategies for his clients.
Darren joined the team at Financial Consulting Group, Inc. in 2010 and became registered with RJFS. Through Raymond James he is able to provide investment products in an independent environment.
Darren is married to the former Jacqueline Miller. They have three children Michael, Caroline, and Matthew. Darren and his family have resided in Metairie for over 16 years.
