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Mr. James G. Charles

Cdfa, Cfa, Cfp, Ms

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James G. Charles, a Chartered Financial Analyst (CFA), Certified Divorce Financial Analyst (CDFA), and Certified Financial Planner (CFP) with an MS, provides expert financial guidance through Sanctuary Financial Planning, LLC in Charlotte, ...... Show More
Finance
Financial Advisor
Contact Info
(704) 705-8773
Charlotte, NC
http://www.sanctuaryfp.com
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About
James G. Charles, a Chartered Financial Analyst (CFA), Certified Divorce Financial Analyst (CDFA), and Certified Financial Planner (CFP) with an MS, provides expert financial guidance through Sanctuary Financial Planning, LLC in Charlotte, North Carolina. Specializing in retirement, investment, and comprehensive financial planning, James also offers focused support for small business planning, budgeting, and divorce planning. His holistic approach helps clients navigate complex financial decisions and achieve long-term security.
Specialities
Business Owners
Corporate Executives
Fixed Fee (Subscription, Retainer, etc.)
High Net Worth Client Needs
Retirement Planning & Distribution Rules
Tax Planning
52
/850
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FAQs
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What organization is Mr. James G. Charles associated with?
Mr. James G. Charles is associated with Sanctuary Financial Planning, LLC.
What is Mr. James G. Charles’s work email address?
Mr. James G. Charles’s professional email address is j**@s**********.com. You can also email Mr. James G. Charles by clicking on the contact Mr. James G. Charles.
Where is Mr. James G. Charles based out of?
Mr. James G. Charles’s primary location is Charlotte, NC.
What is Mr. James G. Charles's phone number?
Mr. James G. Charles's phone number is (704) 705-8773
What is Mr. James G. Charles's title??
Mr. James G. Charles is a Cdfa, Cfa, Cfp, Ms.