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Charles Wartsbaugh, Financial Advisor

FINANCIAL ADVISOR
Charles Wartsbaugh

CFP®
106 S William Street, Victoria, TX 77901opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings

About Charles

My relationship with Edward Jones began many years ago as a client. My financial advisor back then helped me define my family’s financial goals and worked with me to create a strategy to help achieve those goals that I understood. This feeling of empowerment over my situation further inspired me to become a financial advisor so that I could help families in the same way.

I have spent over 20 years as a financial advisor at Edward Jones working with a wide range of clients who include business owners, professionals, high net worth individuals and retirees. I attended the University of...

Work History

  • Edward JonesJanuary 2000 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Texas-Perm BasinBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Cycling
  • Volunteering
  • Vintage Cars
  • Mountain Biking

Team Members

  • Crystal Martinez
    Sr. Branch Office Administrator
  • Kathy Lee
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(361) 578-2496

Fax

(877) 479-6158

Office Address

106 S William Street
Victoria, TX 77901opens in a new window

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