Charlie, a 5th generation native to Lake County, FL, graduated summa cum laude from the University of Florida with a degree in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ professional.
He enjoys working with clients to create a custom financial plan based on the client’s unique circumstances and financial goals. No two financial plans are identical. One of his personality traits is that of a "maximizer', which means he enjoys working to get the best result out of a set of circumstances.
Charlie is a lifetime learner. He holds a Series 7 license, Series 66 license, and a Florida 2-15 insurance license. He also holds the CFP®, ChFC®, RICP®, AIF®, CRPC®, AAMS®, CPFA™, and WMS professional designations, which cover comprehensive financial planning, retirement income planning, wealth management, and fiduciary practices.
He resides in Lady Lake with his wife of over 21 years, Amy, and their middle school aged daughter, Abby. While out of the office, Charlie enjoys spending time with his family, traveling (especially cruising), and watching college football, Go Gators! He enjoys all things technology related and is an active member of Heritage Community Church in Fruitland Park.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.