Charlie Sauer CFP®
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.
Check out the background of this investment professional on FINRA's BrokerCheck