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Your concierge insurance solution agency.

Charter Risk Management (CRM) is a full-service, boutique insurance brokerage founded in 2003 specializing in commercial insurance. CRM, focuses on providing business owners in the Bay Area with professional, bespoke consultation, in order to help mitigate insurance risk to person and property.

Meet The Team


Lily Cheung

I work behind the scenes and will be answering your calls and emails.  I have a team that will handle all servicing calls including claims, certificate of insurance, evidence of insurance and compliance.

Jeffrey Le

Lead sales rep for restaurants/cafes, workers' compensation, auto repair/body shops.  "I work with mom and pop cafes, fine dining, and franchisee owners."


Kyle Huey

I specialize in marketing, community outreach, and overall support to our sales reps.

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