Charlie E. Gallagher

About Charlie E. Gallagher

For nearly a decade I have been helping business owners and families build financial strategies that protect what matters most and plan for long-term growth.For business owners, I focus on providing Informal Business Valuations, reviewing Buy-Sell agreements, setting up Key-Person insurance, and offering Executive Bonus Plans to retain key employees. I also help with Succession Planning and Business Continuity Planning to make sure your business thrives no matter what. If you\'re thinking about retirement, I can show you how to get money out of your company in a way that works for you, so you can enjoy your next chapter. Plus, I help set up 401(k) plans and other retirement solutions to secure your financial future and that of your employees.For families and individuals, I work on retirement planning with tools like 401(k)s, IRAs, and long-term care planning to make sure you’re covered through every stage of life. I also focus on protecting your family’s future with life insurance and disability coverage. Whether it’s planning for retirement, managing your wealth, or securing your family’s financial future, I’ll help you create a plan that works for you.Let’s connect to talk about how I can help you secure your business, your family, and your future.Phone: 94••••••89Email: g••••••••@principal.comOffice: 5872 Engineer Drive, Huntington Beach, CA 92649CA Life/Health Insurance License: ID 0J22599Charlie E. Gallagher is not licensed in all states to offer securities and insurance products. This site is not a solicitation in any of these products or services in any state where the registered representative is not properly licensed.

Experience

1. Financial Advisor - Ricp, Cltc

   Principal Financial Group

   Sep 2024 — Present

Education

• California State University, Fullerton

  Bachelor of Arts

  2007 — 2012

• El Modena High School

  Diploma

  2001 — 2005