Charles (Chuck) holds a B.S. Degree in Pharmacy from the University of Oklahoma and studied Accounting at the University of South Florida (USF). In addition to earning his CPA designation, Chuck also successfully passed the exam to become a Certified Financial Planner(tm) professional (CFP®). He also holds a pilot license and yacht captain license.
Highlights:
Unlimited access to exclusive content through the Learning Button.
RSVP to workshops and stay up to date on upcoming events through Events Button.
Download our eBooks and redeem promotional offers through Special Gift Button.
We have a wide array of various retirement calculators to tinker with.
Schedule an Appointment and send a message through Appointment Button.
Share this app with your friends through the Share App Button.
Receive push notifications when new events, special gifts and learning resources are available.