Role and Company
Financial Advisor, First Financial Equity Corporation
Expertise
30 years experience in financial services
Location
Paradise Valley , AZ
About Charles
I am a former commissioned officer , USMC, and served 11 years active duty and reserve duty, leaving the Marines as a Captain. I was able to join the Arizona Air National Guard, and Air Force Reserve, as a traditional reservist, retiring with 33 total military years, in 2011, as Air Force Captain. I currently serve the United States Naval Academy as a Blue and Gold Information Officer, in Scottsdale, AZ.
I am employed as a wealth and financial advisor , with 30 years of financial service experience in money management, and insurance protection planning. Thank you.
Charles has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.
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Charles's Recent Answers
9 years ago
How can I join VOWS (Veterans on Wall Street)?
Hi Carlos, I am Charlie, former Marine and retired from the Air Force Reserve. I am a retail
"wealth manager"/...
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9 years ago
I'm looking for general advice for my current situation.
Hi John, This is Charlie, former Marine, and retired from the Air Force Reserve. 33 years military reserve, 30 years in the...
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9 years ago
What kind of positions could I apply for with my credentials. I know what I am worth but do not want to settle for anything less.
Hi Amanda. As you go about a job search, I would read several books on the job search and in...
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9 years ago
Networking in the Carolinas
Hi Shawn,
I would select the city or town where you will wish to live, and contact the Chamber of...
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