As a Financial Advisor, I must clearly understand the unique financial concerns of clients and assure that they are comfortable with financial strategies that will work toward their goals. I am dedicated to providing financial advice with the highest ethical standards.
As a Financial Advisor, Charles has over 30 years of experience in the financial services industry with 14 years in Financial Planning. He is a Licensed Insurance Agent.
PROFESSIONAL QUALIFICATIONS AND REGISTRATIONS
- Series 7
- Series 66
Charles and his wife Isnaide recently moved to Jupiter FL. They have 2 children and they enjoy their 3 grandchildren, pets and traveling.