Charles K.

CEO

Phoenix, Arizona, United States14 yrs 9 mos experience
Highly Stable

Key Highlights

  • Experienced in wealth management and financial planning.
  • Proven ability to drive investment strategies.
  • Strong background in financial services and insurance.
Stackforce AI infers this person is a Fintech professional with expertise in financial services and wealth management.

Contact

LinkedIn

Skills

Core Skills

Financial ServicesInsuranceFinancial Advisory

Other Skills

FinanceLife InsuranceTerm Life InsuranceCustomer Relationship Management (CRM)Financial AnalysisWealth Management ServicesFamily Wealth ManagementSupport ManagementOnline Business ManagementFundraisingDirect SalesFinancial AccountingLiterary ManagementDeadline OrientedThird Party Management

Experience

14 yrs 9 mos
Total Experience
6 yrs 3 mos
Average Tenure
6 yrs 2 mos
Current Experience

World financial group (wfg)

Agency Owner

Aug 2025 – Present · 9 mos · Phoenix, Arizona, United States · Remote

  • Wealth manager helping Families build their financial legacy & retirement plan, assisting with disability coverage, specializing in providing cost-effective income protection plans & providing tax-efficient strategies. 529 College Savings (College Funding), Retirement Strategies, Business Strategies, Insurance Protection, Life Insurance, Long Term Care, Legacy Strategies, Disability Insurance
FinanceFinancial ServicesInsuranceLife InsuranceTerm Life InsuranceCustomer Relationship Management (CRM)+7

Vanguard

2 roles

Contractor - Retail Investor Group

Oct 2020 – Present · 5 yrs 7 mos

Financial ServicesFinancial Accounting

Investor

Mar 2020 – Present · 6 yrs 2 mos

  • Provide Investment strategy for Education Savings Group and 529s
  • Proven ability to drive projects with various business units and third parties.
  • Experience with financial accounting and reporting tools.
  • Self -starter and team player with a structured approach to achieve timeless deadlines
  • Facilitates annual strategic and financial planning

Whoiamfoundation

Veteran Outreach Coordinator

Sep 2020 – Present · 5 yrs 8 mos · United States

Financial Services

Phoenix life saving network

Director Of Recruiting

Aug 2020 – Present · 5 yrs 9 mos · Phoenix, Arizona, United States

Financial ServicesFinancial Accounting

Ethanscare llc

Chief Executive Officer

Mar 2020 – Present · 6 yrs 2 mos · Phoenix, Arizona, United States

  • Residential Services: Travel, Healthcare, High-Speed Internet, Gas & Electricity, Identity Theft Protection
  • Business Services: Healthcare, Payment Processing, Security & Automation, Business Internet, Gas & Electricity
  • Life & Health Insurance Brooker
Financial AccountingFinancial Advisory

Bill gosling

Loan Manager

Oct 2014 – Mar 2020 · 5 yrs 5 mos

  • Provided monthly progress reports.
  • Compiled bi-weekly payroll and oversaw 50 workers.
  • Ensure full adherence with product to ensure all compliance are met.
  • Advanced experience with Microsoft Excel.
  • Ability to work on multiple projects at once and prioritize delivery.
  • Referred collection accounts for legal actions.
  • Collected payments on student loans and business accounts.

United states department of defense

General Contractor

Aug 2011 – Dec 2018 · 7 yrs 4 mos · Greater Phoenix Area

Financial Accounting

Education

Arizona State University

Stackforce found 100+ more professionals with Financial Services & Insurance

Explore similar profiles based on matching skills and experience

Pravesh Mishra

Pravesh Mishra

Director

at MM Wealth Vridhi

Ranchi, India11 yrs 3 mos exp
Financial PlanningWealth Management ServicesReal Estate Financing
Alex Crouch, CFP®

Alex Crouch, CFP®

Founder

at Tech Financial Planning

Nashville, United States14 yrs 3 mos exp
Financial PlanningWealth ManagementRetirement PlanningTrainingAccount Management
Christian Allen

Christian Allen

Host of The Money Insights Podcast

at Money Insights

Salt Lake City, United States20 yrs 3 mos exp
Business StrategyWealth Management
Neeraj Chauhan, CFP

Neeraj Chauhan, CFP

CEO

at The Financial Mall

Delhi, India35 yrs 11 mos exp
Financial PlanningInvestment Advisory
Arunima Lal

Arunima Lal

Senior Consultant

at EY

India7 yrs 3 mos exp
Product Management
Kavita Bothra

Kavita Bothra

Partner

at Primassure LLP

Mumbai, India23 yrs 2 mos exp
Insurance AdvisoryFinancial Planning
AS

Anand Srinivasan

Director

at Self-employed

Chennai, India33 yrs 5 mos exp
InvestmentsValue Investing
Palwinder Singh Virk .

Palwinder Singh Virk .

Clerk

at Indian Air Force

Chandigarh, India4 yrs 4 mos exp
Mutual Fund InvestmentsFinancial Planning