Our Team

As the founding member of CalmWater Financial Group® since 1993, Chuck Olsen has dedicated his career to crafting tailored financial strategies that prioritize the retirement and legacy goals of his clients. With a wealth of experience and a deep commitment to personalized service, Chuck has become a trusted advisor to individuals and families seeking to secure their financial futures.

In 1999, Chuck earned the prestigious CERTIFIED FINANCIAL PLANNER® designation, a testament to his rigorous training and expertise in comprehensive financial planning. CalmWater Financial Group® has grown to include a team of 10 other CERTIFIED FINANCIAL PLANNER® professionals, three Wealth Managers, and a dedicated support staff. This collective expertise helps ensure that every client receives the highest level of service and advice.

Chuck’s commitment to excellence is recognized nationally. Since joining Commonwealth Financial Network® in 2011, he has consistently earned both the Chairman’s and Leaders distinctions, placing him among the top 4 percent of over 1,700 advisors nationwide. In April 2024, Chuck was recognized for the sixth consecutive year by Forbes Magazine as one of the “Best-in-State Wealth Advisors,” underscoring his dedication to his clients and the wealth management industry.

Beyond his professional accomplishments, Chuck is a passionate advocate for community and environmental conservation, having served as a trustee for the Nebraska chapter of The Nature Conservancy. He has also actively contributed to his church’s leadership and development team and has made a significant impact on local youth as the director of the Norfolk Youth Track Program, nurturing the next generation of athletes.  As an eight-time NCAA All-American sprinter in college, Chuck’s love for track and field reflects his dedication to discipline and excellence in all areas of life.

A graduate of Nebraska Wesleyan University with a degree in business administration (finance), Chuck’s love for the outdoors is mirrored in his personal life. He enjoys spending quality time with his family riding horses, boating, hunting, fishing, and flying as a licensed pilot. His commitment to both his clients and community reflects his core values of integrity and stewardship.

If you are looking for a financial advisor who combines professionalism with a genuine passion for helping clients achieve their dreams, Chuck is here to guide you every step of the way.

 

 

 

 

 

 

Chuck G. Olsen is proud to have been recognized as a Chairman’s Level advisor for 2023—a distinction based on annual production that places him among the top 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

*2019 – 2024 FORBES BEST IN STATE WEALTH ADVISORS, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.