Chuck Rush, MSF

Chuck Rush is an Investment Advisor Representative with McAdam. He is currently FINRA Series 65 registered and has his Life, Annuity, and Health insurance license through the state of Virginia.

Chuck received his Bachelor of Science in Engineering Physics from the United States Military Academy and completed his Masters of Science in Finance from the McDonough School of Business at Georgetown University in May 2019.

Prior to a career change at McAdam, Chuck served as an infantry officer in the United States Army for 23 years in numerous leadership positions of increasing responsibility throughout the United States, Italy, Iraq, and Afghanistan.  He is a member of the Association of the United States Army, the Financial Planning Association National Capital Chapter, and the Northern Virginia Chamber of Commerce.  Chuck is appointed by the Arlington School Board to serve on the Budget Advisory Council, a citizen-led committee that provides advice and insight to Arlington Public Schools on budget priorities and financial management.  Chuck and his family reside in Arlington, VA.

Chuck serves military and government professionals, veterans, and their families with comprehensive financial planning for their long-term success.  Chuck’s practice specializes in the following areas:

For individuals and families:

• Designing tax-efficient retirement plans
• Evaluating and maximizing federal pension and insurance benefits
• Developing flexible funding strategies for college planning
• Analyzing and managing portfolio risk across entire financial situation (not just in managed accounts)
• Assisting transitioning active duty military with benefit integration and employment offers

For small business owners:

• Designing key employee retention plans
• Creating owner and executive compensation plans
• Planning and implementing qualified retirement plans and other workplace benefit packages
• Consulting and building continuity and/or succession plans for small business owners

My CRD number is: 7064832