Broker Check
Charles Allen, CPFA

Charles Allen, CPFA

LPL Financial Wealth Advisor

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My philosophy is simple: I believe that financial strategy should be based on your unique goals, values, and circumstances. That's why I take the time to get to know each of my clients on a personal level, so I can understand what's most important to you. Whether you're planning for retirement, saving for a child's education, or starting a business, I'll work with you to develop comprehensive financial planning strategies that are tailored to your needs.

As a fiduciary, I'm committed to always acting in your best interests. That means I'll never recommend investments, products, or strategies that aren't right for you, and I'll always be transparent about any fees and expenses associated with my services. My goal is to help you make informed financial decisions that will set you and your family up for success in the long term.  To me, being a fiduciary means that I’m an extension of you, and I will always make recommendations as such.  My success is directly correlated with your success!

A little bit about me, I started my career in financial planning and investment management in 2013 after working in private club management and hospitality for several years. The reason I made the career change is that I’ve always enjoyed working with and meeting different people and had a fascination with the financial landscape and economics. When I’m not in the office helping clients achieve their financial goals, I’m spending time with my wife and three dogs, writing and playing music, or out on the golf course being reminded why golf could never be a career path. 

Vice President – Moore Financial Services

LPL Financial Wealth Advisor – LPL Financial

CPFA - Certified Plan Fiduciary Advisor

 

Education:

Virginia Tech

Bachelor of Science in Business

 

Licenses, Registrations and Affiliations:

Registered Representative with LPL Financial

Investment Advisor Representative of LPL Financial 

Licensed Life and Annuity Agent

 

Community services:

Junior achievement of Richmond

Food Pantry

 

Additional Achievements:

 

MassMutual Leaders Club Qualifier 2014-2018

MassMutual New Agent of the year: 2015-2016