Charles Fixter

  • Financial Advisor
  • Investment Advisor Representative
    CA Insurance License #: 4146305Book an appointment

 

Charles is a financial advisor with over 20 years of experience, guiding individuals, and businesses towards financial achievement. He is known for his comprehensive approach and commitment to client satisfaction. Charles believes in personalized financial planning. He takes the time to understand your unique goals and circumstances. By working closely with you, he develops customized strategies to meet your short-term needs and long-term aspirations.

Open communication, transparency, and trust are core values in Charles’ practice. His focus is on empowering his clients to make informed financial decisions with ongoing support and guidance. He helps his clients navigate life’s financial complexities and adapt their plans as needed.

Charles holds a degree in Accounting from Villanova University and has a strong background working at prestigious firms like Goldman Sachs and Virtu Financial. This experience provides him with in-depth knowledge of financial markets and investment strategies. He stays current on industry trends and regulations, making him a trusted advisor for his clients.

Beyond his professional endeavors, Charles enjoys an active life with his wife, Amber, and their children, Charlie and Clara Mae. They are often found cheering on their kids at sporting events or enjoying outdoor activities together. 

Charles is a trusted ally, dedicated to serving your best interests. Whether you’re planning for retirement, saving for education, or growing your wealth, he is committed to helping you achieve your financial dreams.

 

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ