Managing Director, Wealth Management, Financial Advisor, Family Wealth Director
Phone:
(650) 234-5164(650) 234-5164
The Corley Group at Morgan Stanley
Direct:
(650) 234-5164(650) 234-5164
Toll-Free:
(800) 456-0914(800) 456-0914
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story
Our investment team’s roots at Morgan Stanley began on Sand Hill Road in 1988. We’ve been linked to the Silicon Valley’s success through the accomplishments of our clients, the growth of our practice and being involved in our communities. Chuck has benefited from our having his entire careers at Morgan Stanley, a unique differentiator in era of constant change. Our collective experience spans over eight presidential elections, several bull and bear market cycles, recessions, global expansion, the fall of the Berlin Wall, Junk Bond crash, the Tequila Crisis, Asia Crisis, the introduction of the World Wide Web, The Dotcom bubble, 9/11 and The Great Recession. During each period, the team has navigated the opportunities and challenges in the investment landscape alongside their clients’ families in order to ensure that their wealth was preserved and allocated for future growth opportunities.
ABOUT US
The Corley Group at Morgan Stanley is a group of financial professionals with diverse talents and a common mission: to address your financial needs and exceed your expectations. We help address the challenges in managing great wealth so you may enjoy the opportunities it affords.
ABOUT US
The Corley Group at Morgan Stanley is a group of financial professionals with diverse talents and a common mission: to address your financial needs and exceed your expectations. We help address the challenges in managing great wealth so you may enjoy the opportunities it affords.
- Sophisticated wealth analysis and structuring
- Comprehensive global investment and financial services platform
- Attentive personal service and access
- Objective, solutions-driven approach
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
Our clients are accomplished individuals who set high standards for themselves and expect the same from their advisors. Many have risen from relatively humble beginnings to create substantial wealth as entrepreneurs and innovators. Others are building on the legacy established by parents and grandparents. We are committed to helping each meet their most serious challenges and their greatest expectations.
They are professionals - Entrepreneurs, Executives, Engineers, Venture and Private Equity Investors primarily involved in technology, biotech and medical fields. Most clients live in the SF Bay Area, yet we advise clients across the United States.
They are professionals - Entrepreneurs, Executives, Engineers, Venture and Private Equity Investors primarily involved in technology, biotech and medical fields. Most clients live in the SF Bay Area, yet we advise clients across the United States.
Corporate Employees
Whether you’re a few years out from retirement, or recently received a promotion leading to a more complex compensation structure, we take these into consideration to generate a plan curated for you that can help build your assets on your journey of financial success. Whatever the complexities are, we are ready to help you meet your goals.
Multi-Generational Families
Given the complexity of challenges, aspirations and opportunities of multi-generational families. We can help you create a customized, comprehensive estate planning strategy to help protect and achieve your unique vision of a successful life and legacy for you and your family.
Business Owners
Whether you require assistance navigating the sale or transfer of your business, the advice or capital required to grow the business, looking to provide your employees with a 401K, or simply a plan designed to safeguard your assets and build on your continued success, we are here to help you.
Community Involvement
1) Mentoring the Boys & Girls Clubs of the Peninsula
2) Teaching High School student Dennis M. about the global investment markets
3) Delivering new textbooks at Cesar Chavez Academy in East Palo Alto
2) Teaching High School student Dennis M. about the global investment markets
3) Delivering new textbooks at Cesar Chavez Academy in East Palo Alto
Our Planning Process
Our process begins with you, your investment objectives and your financial goals. Our approach is holistic and encompasses all the elements of your financial life. We will work closely with you to create a tailored strategy to get you there.
Discovery
We take the time to fully evaluate and understand the financial goals of you and your family. Whatever the situation, planning for retirement, looking for tax efficiencies, and defending your estate. We consider all of your needs, wants, and desires when building your financial plan. To do this, we need to understand what is most important to you.
Communication
To ensure a personalized experience, we customize a communication plan that takes into account your preferences. The truth is, life throws curve balls and so do the markets, that's why we continuously communicate and work closely with each client.
Evaluation & Implementation
Using our institutional risk management framework to assess current assets and risk exposures, we will begin to construct a financial plan that resembles the vision you shared with me in discovery. Then, with your approval, we begin to implement the plan.
Ongoing Review
Lastly, we meet regularly to ensure your plan and goals remains current and look at the progress made towards achieving your goals.
Our Core Capabilities
Tax, Trust and Estate Planning
Creating a successful Trust, Tax & Estate Plan- Comprehensive Overview
Retirement Planning
Structure a sound Retirement Plan that considers time horizon, risk tolerance, and current savings
Pre-Liquidity Event Planning
We can help you prepare before realizing a liquidity event such as an IPO or sale of a business.
Alternatives Investments
Integrate tax advantaged solutions into your investment strategy
Tax Efficient Investing
Integrate tax advantaged solutions into your investment strategyLocation
1400 Page Mill Road
Palo Alto, CA 94304
US
Direct:
(650) 234-5164(650) 234-5164
Toll-Free:
(800) 456-0914(800) 456-0914
Meet The Corley Group
Victoria Shen
Business Development Associate
Phone:
(650) 496-4229(650) 496-4229
Katelyn Pan
Client Service Associate
Phone:
(650) 496-4229(650) 496-4229
About Charles R Corley
In providing comprehensive wealth management consulting advice to our clients, Chuck draws upon his extensive high-net worth experience since 1988. Chuck enjoys educating clients about the wealth planning process and working with clients to define their personal goals and objectives; he accomplishes this by creating customized strategic financial plans focused on each client’s families, values and needs.
Chuck Corley holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. Chuck is a CPWA® professional, focusing on investment management consulting and wealth advising.
Chuck is currently a member of three prestigious groups within Morgan Stanley* - the President's Club, a membership rewarded to those representing excellence in client services, Association Professional Investment Consultants (APIC) and the Senior Advisor Council, a membership designed by the Consulting Group of Morgan Stanley* to honor and recognize the achievements of the firm’s top Financial Advisors. He also holds a Certified Equity Professional designation from Santa Clara University and is a member of the Commonwealth Club in SF.
Chuck graduated from the University California, Berkeley in 1985. Born and raised in the Bay Area, Chuck is married to his high school sweetheart, Kristi and they have two children who recently graduated from college, Ryan, and Jamie. Chuck enjoys relaxing at their home on the S.F. Peninsula, and at Donner Lake while enjoying skiing, mountain biking, fly-fishing and hiking.
Chuck Corley holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. Chuck is a CPWA® professional, focusing on investment management consulting and wealth advising.
Chuck is currently a member of three prestigious groups within Morgan Stanley* - the President's Club, a membership rewarded to those representing excellence in client services, Association Professional Investment Consultants (APIC) and the Senior Advisor Council, a membership designed by the Consulting Group of Morgan Stanley* to honor and recognize the achievements of the firm’s top Financial Advisors. He also holds a Certified Equity Professional designation from Santa Clara University and is a member of the Commonwealth Club in SF.
Chuck graduated from the University California, Berkeley in 1985. Born and raised in the Bay Area, Chuck is married to his high school sweetheart, Kristi and they have two children who recently graduated from college, Ryan, and Jamie. Chuck enjoys relaxing at their home on the S.F. Peninsula, and at Donner Lake while enjoying skiing, mountain biking, fly-fishing and hiking.
Securities Agent: MI, CO, NV, VA, SC, MA, FL, AZ, PA, NJ, WA, TX, TN, NY, IL, ID, DE, CA, KY, NH, UT, MO, HI, DC; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1372313
CA Insurance License #: #0A42107
NMLS#: 1372313
CA Insurance License #: #0A42107
About Victoria Shen
Victoria Shen rejoins the Corley Group as a Business Development Associate after a 2 year absence. Previously, she worked as a Wealth Management Associate for the Corley Group from 2012-2017. In this new role, she will help develop and implement the group’s business strategies as well as design and update tailored reporting for clients. She will be responsible for delivering various analytical and digital tools for client portfolios and projects as well as organizing client events. Victoria graduated with a B.S Engineering from the University of California, Berkeley and holds Series 7 and 66 licenses. In her free time, she enjoys traveling, camping, yoga, scuba diving, rock climbing and racing her car at the track.
CA Insurance License #: 0G68766
About Katelyn Pan
Katelyn Pan is a full time Client Service Associate at The Corley Group. She was previously a Valuation Associate II at Andersen, where she performed business and derivatives valuations for options pricing purposes. She is excited to bring her analytical skills to this role, where she also strives to cultivate her passion for financial planning with a client success-centered focus.
Katelyn is a Silicon Valley native and graduated with a B.S. Business Administration from the U.C. Berkeley Haas School of Business. In her free time, she enjoys playing the piano and guitar, running with friends, reading, and attending classical and jazz concerts.
Katelyn is a Silicon Valley native and graduated with a B.S. Business Administration from the U.C. Berkeley Haas School of Business. In her free time, she enjoys playing the piano and guitar, running with friends, reading, and attending classical and jazz concerts.
Contact Charles R Corley
Wealth Management
Global Investment Office
Portfolio Insights
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Ready to start a conversation? Contact The Corley Group today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
