Tiffany Charles

About Tiffany Charles

Tiffany Charles is Chief Growth Officer and Partner at Destiny Capital, where she helps…

Experience

1. Chief Growth Officer

   Destiny Capital

   Aug 2018 — Present · Golden, CO, US

   Destiny Capital has been serving families in financial planning and investment management for over 30 years. We do our best work with Colorado families nearing or in retirement who benefit from having tax planning at the core of their financial planning. Our Destiny Capital team is uniquely positioned to add value beyond the normal scope of retirement planning by consistently evaluating how to reduce tax and optimize income. We accomplish by reviewing income tax, roth conversions, transfer tax, tax-loss harvesting opportunities, time and coordination of streams of income, charitable gifting strategies and more. Destiny Capital is committed to always doing what is in the best interests of our clients. As global citizens and members of our community, we believe in making an impact and fostering positive change. We believe that money has meaning, and we can enhance meaning for our clients by investing in a manner that supports key values while providing strong risk adjusted returns. Using Destiny Capital’s Sustainable Impact Strategies, investors can leverage resources and generate exponential positive change through investing, impact, advocacy, and engagement. Come learn about our ESG portfolios!Securities Offered through Destiny Capital Securities Corporation, member FINRA, SIPC

Education

• Colorado State University

  Bachelor's Degree, Business Administration and Management, General

  2002 — 2006

Skills

• Crm
• Management
• Insurance
• Marketing
• Relationship Building
• Marketing Strategy
• Series 7
• Portfolio Management
• Business
• Analysis
• Life Insurance
• Finance