Advisor Relationship Manager
OFFICE: Memphis
5100 Poplar Ave, Suite 2300
Memphis, TN 38137
(901) 746-6338
CONTACT
cbclark@financialguide.com
Direct: (901) 746-6338
Fax:
Charles grew up in central Mississippi, before relocating to Memphis, Tennessee in late 2014. He attended The University of Mississippi where he earned a BBA degree. Charles also attended The University of Georgia where he earned his Master’s in Financial Planning (MSFP). He and his wife Katy have three children - Ben, Cheney, and Eli.
He began his financial services career as an advisor with a firm in Jackson, Mississippi where he served as a manager. Charles joined Capital Planning Group as a Financial Advisor in 2015, and later formed a partnership with Chas, Joel, and Andy in 2022 and rebranded as Independent Planning Group, a sister firm of CPG. He enjoys skiing, golfing, and spending time with his family outdoors.
AREAS OF EXPERTISE:
Tax Minimization Strategies
Executive compensation packages
Investment management
Qualified retirement plans
Retirement income strategies
Personal protection strategies
Education Funding
Estate Planning
EDUCATION:
BBA, University of Mississippi
MSFP, University of Georgia
Registered as an IAR (Investment Advisor Representative)
Securities Registrations: 6, 7, 24, 63, 65
AFFILIATIONS:
Member of Harvest Church in Germantown, TN
"Home Group" leader at Harvest Church
Board member of Leadership Empowerment Center, an inner city youth ministry in Frayser, TN