Charles Irvin

About Charles Irvin

At Northwestern Mutual Durham-Chapel Hill, we provide our clients with the highest…

Experience

1. Partner & Wealth Management Advisor

   Luca Partners

   Jun 2020 — Present

   What is a financial plan without considering your life vision? My experience as a wealth management advisor at Northwestern Mutual has taught me that learning about your career and retirement goals is only part of the picture. The other part, the more significant part, is where you see yourself in the future — your life’s vision. Some want to travel the world, some want to own a beautiful home in a location they’ve always dreamed of, and some simply want a happy family life where they can send their kids through school without financial strain. This vision is of utmost importance when planning for your financial future; this is goals aligned with dreams. Whatever your dreams may be, to achieve your ideal future, you need a dedicated and highly skilled team of professionals that genuinely wants to help get you there. A team who wants to learn about your personal values and craft a customized financial plan that places you exactly where you want to be positioned post-retirement. Current clients of Luca Partners will tell you that we deliver unmatched financial services to people who are driven by a desire to achieve the best for themselves. Our work with high-level executives, physicians, dentists and attorneys has given us the experience and skills to help individuals by designing a plan meant to achieve the greatest benefit on their investment into their education and career dedication. If you’d like to do the same, contact us today and we will let you know how we can get started! Let\'s Connect: c••••••••@nm.com 91••••••17