Jim Charles

Founder & Managing Principal - Sanctuary Financial Planning | WORRY LESS...and LIVE! with financial guidance from Sanctuary. Advice-only, hourly-based because what you pay your advisor matters.

Role
Founder & Managing Principal at Sanctuary Financial Planning
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jim Charles

I retired in 2021. After more than three decades in financial services — advising…

Experience

  1. Founder & Managing Principal

    Sanctuary Financial Planning

    Mar 2023 — Present · Charlotte, NC, US

Education

  • The Ohio State University Fisher College of Business

    Bachelor of Science - BS

  • Georgia State University - J. Mack Robinson College of Business

    Master of Science - MS

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Jim Charles — Founder & Managing Principal at Sanctuary Financial Planning in Charlotte, NC, US | Unifers