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CM

Charles R. Mcdonald

CRESSCILA WEALTH MANAGEMENT | Senior Vice President–Wealth Management
BEND, OR
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CRD#: 4617537
CM
Charles Robert McdonaldCRESSCILA WEALTH MANAGEMENT

Professional summary

Charles Robert Mcdonald, CFP®, CPWA®, who also goes by Charles Mcdonald, Chuck Mcdonald, is a registered financial advisor currently at CRESSCILA WEALTH MANAGEMENT located in Bend, Oregon.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Charles has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Comprehensive Financial Planning
Investment Planning
Insurance Planning
Retirement Planning

Aliases

Charles Mcdonald | Chuck Mcdonald

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Central Oregon Community College, 2600 N.W. College Way, Bend, OR 97703; Instructor; up to ten hours per week 2) New Retirement Advisors, d/b/a Boldin Advisors; Mill Valley CA 94941; Consultant/Coach; Conducting one-on-one sessions to walk users through how to use the Boldin platform ? Reviewing the inputs and assumptions users have entered into their financial plans for completeness and internal consistency, and explaining how the software models those inputs ? Explaining platform features, functionality, and outputs, including how different inputs affect projected results ? Responding to user questions about how to use the platform and how it works ? Providing feedback to the Company regarding user experience, workflows, and platform functionality Contractor does not provide financial, investment, tax, legal, insurance, or retirement advice, and will not make specific recommendations to users regarding their financial decisions, the purchase or sale of securities or insurance products, or any course of action tailored to their individual circumstances. Where a user's question calls for such advice, Contractor will direct the user to consult an appropriately licensed professional; Provides a website for do-it-yourself financial planning; 05-11-2026; Hours per month during trading hours: 20; Hours per month outside trading hours: 20.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Robert Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2008

CPWA®

Certified Private Wealth Advisor

Start date: 2018-12-07

Expire date: 2022-11-30

Experience

Current

February 2, 2026 - Present

CRESSCILA WEALTH MANAGEMENT

RIA
CRD#: 339914
BEND, OR
Past

March 10, 2003 - May 4, 2023

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SEATTLE, WA
Past

February 17, 2003 - December 31, 2024

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SEATTLE, WA
Past

January 16, 2003 - January 16, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
SEATTLE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(2/2/2026)
IAR
Washington
(6/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/2003
General Securities Representative Examination

Current Firm

CW
CRESSCILA WEALTH MANAGEMENT
CRESSCILA LLC | CRESSCILA WEALTH MANAGEMENT

CRD#: 339914 / SEC#:

Oregon
Registered Investment Advisory firm - (2/2/2026 Approved)
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Contact information

Main Address
Bend, OR
Mailing Address
Phone number
(206) 940-1635
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

CRESSCILA WEALTH MANAGEMENT

Senior Vice President–Wealth ManagementCRD#: 339914Bend, OR

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