Work History
Edward Jones
Edward JonesSeptember 2016 to Current
About Charles
My favorite motivational speaker once said that you can have everything you want in life as long as you help enough other people get what they want.
Growing up, my parents taught me the valuable lesson of doing the things I needed to do now so that I could do the things I wanted to do later.
I believe as a financial advisor that I can help enough other people get what they want by helping them plan for their future today. I do this by helping our clients organize, build, protect and transfer wealth using a simple but established process.
Like...
Growing up, my parents taught me the valuable lesson of doing the things I needed to do now so that I could do the things I wanted to do later.
I believe as a financial advisor that I can help enough other people get what they want by helping them plan for their future today. I do this by helping our clients organize, build, protect and transfer wealth using a simple but established process.
Like...
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
- Charitable Giving
Work History
Edward Jones
Edward JonesSeptember 2016 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
New York Institute of Tech
New York Institute of TechMaster of Science
Education
New York Institute of Tech
New York Institute of TechMaster of Science
Personal Interests
- Auto Racing
- Music
- Movies & Entertainment
- Cooking
- Gardening
Team Members
Brody MatthewsBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(805) 460-0443Fax
(877) 479-2286Office Address
5965 Traffic WayAtascadero, CA 93422
Location
AtascaderoFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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