Welcome
Building Lifelong Financial Partnerships
My mission is to assist clients in safeguarding their financial security and strategically planning for retirement. Acknowledging that this journey is dynamic and that clients’ needs and priorities evolve over time, I am committed to providing unwavering support and service throughout this fluid process. My goal extends beyond immediate transactions – it is about nurturing enduring, long-term business relationships that stand the test of time.
Welcome
Building Lifelong Financial Partnerships
My mission is to assist clients in safeguarding their financial security and strategically planning for retirement. Acknowledging that this journey is dynamic and that clients’ needs and priorities
evolve over time, I am committed to providing unwavering support and service throughout this fluid process. My goal extends beyond immediate transactions – it is about nurturing enduring, long-term business relationships that stand the test of time.
Welcome
Building Lifelong Financial Partnerships
My mission is to assist clients in safeguarding their financial security and strategically planning for retirement. Acknowledging that this journey is dynamic and that clients’ needs and priorities evolve over time, I am committed to providing unwavering support and service throughout this fluid process. My goal extends beyond immediate transactions – it is about nurturing enduring, long-term business relationships that stand the test of time.
Unwavering support and service
Licensed Insurance Broker
Investment Advisor | Series 65
Medicare AHIP Certified
Comprehensive Retirement Specialist
About Charles
In 2018, I made the move from Chicago, IL to Roseville, CA, where my life now centers around my delightful eight-year-old daughter, Ava. Beyond my family, I find joy in staying active and healthy through golfing, trail running, hiking, and exploring the beauty of Northern CA. Biking is another passion that keeps me energized.
As an Investment Advisor, I consider myself fortunate to earn the trust of my clients. My goal is to prepare their finances strategically, laying the foundation for a financially stable future for both them and their loved ones. I approach my job on a person-to-person basis, aiming to understand my clients’ unique needs and wants. My focus is on maximizing the benefits and programs they are already receiving.
I am deeply committed to making a difference. I have a profound connection to supporting children with disabilities and illnesses, acknowledging and championing their strength and resilience. This aspect of giving back is a personal passion, embodying my values and dedication to enhancing the lives of these inspiring young individuals.
About Charles
In 2018, I made the move from Chicago, IL to Roseville, CA, where my life now centers around my delightful eight-year-old daughter, Ava. Beyond my family, I find joy in staying active and healthy through golfing, trail running, hiking, and exploring the beauty of Northern CA. Biking is another passion that keeps me energized.
As an Investment Advisor, I consider myself fortunate to earn the trust of my clients. My goal is to prepare their finances strategically, laying the foundation for a financially stable future for both them and their loved ones. I approach my job on a person-to-person basis, aiming to understand my clients’ unique needs and wants. My focus is on maximizing the benefits and programs they are already receiving.
I am deeply committed to making a difference. I have a profound connection to supporting children with disabilities and illnesses, acknowledging and championing their strength and resilience. This aspect of giving back is a personal passion, embodying my values and dedication to enhancing the lives of these inspiring young individuals.
Protecting families like yours
Why Us?
The decisions our customers make are important life decisions and we work diligently every day to help them find the best solutions at affordable rates, with 160 Top-rated companies nationwide.
Professional
Background
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Recognition & Awards
