Charlie D. Pool
Gallagher Pool Wealth Management
- Role
- Managing Partner at Gallagher Pool Wealth Management
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Charlie D. Pool
Charlie is the co-founder of Gallagher Pool Wealth Management an independent financial services firm. The firm was established with the philosophy of earning the client\'s trust, creating plans and delivering results. Charlie divides his time between working with successful professionals, business owners and retirees. Charlie has extensive experience in retirement, investment, and estate planning. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Charlie resides in Washington Township, Ohio with his wife Janelle, their children Gunnar, Ainsley and Grady. Specialties:** Existing Portfolio Evaluation ** Asset and Investment Management ** Retirement Forecasting and Distribution Planning ** Insurance and Risk Management Planning
Experience
Managing Partner
Gallagher Pool Wealth Management
Dec 2012 — Present · Centerville, OH, US
Education
Olivet Nazarene University
Economics
1992 — 1996
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