Charles Sauer CFP® - National Liaison

Charlie Sauer CFP®

National Liaison

Charlie is a 2006 graduate of Purdue University, with a BS in Financial Counseling and Planning.  Originally from Louisville, KY, Charlie has called Southwest Florida home since 2006.  After 9 years of helping individual investors through the financial planning process as a CFP®, Charlie joined Capital Wealth Planning to work with our clients as a liaison nationwide and Regional Sales Director for institutional clients in KY, TN and our national LPL relationship.  

Email: CSauer@CapitalWealthPlanning.com

Cell: 239-777-6496

Phone: 239-593-2100

LinkedIn Profile

Check out the background of this investment professional on FINRA's BrokerCheck