Charles K.
Agency Owner - specialized in providing cost-effective income protection with living benefits Experience in Life/Health Insurance, Staffing/Recruitment, Contractor - Retail Investor Group at Vanguard
- Role
- Agency Owner at World Financial Group (WFG)
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
Agency Owner
Aug 2025 — Present · Phoenix, AZ, US
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
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