Chuck Luce, MBA
Operations Manager
Chuck is an Operations Manager in the Beacon Pointe Waltham, MA office. He brings extensive experience in compliance, operations, and financial services, working closely with regulators, custodians, clients, and vendors. Prior to joining Sensible Financial Planning in 2015, which was acquired by Beacon Pointe in 2025, Chuck worked in mutual fund accounting at a large custodial bank and held roles in information management, insurance, and financial planning administration. Chuck earned a bachelor’s degree in economics from Northeastern University and an MBA from Fitchburg State University.
