James Charles (CDFA, CFA, CFP®, MS)
James Charles focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Jim Charles, CFP®, CFA, CDFA® is the co-founder of Sanctuary Financial Planning, a flat-fee, fee-only firm specializing in retirement and major life transitions. He brings more than three decades experience in comprehensive financial planning, tax-efficient retirement income design, and evidence-based investment management. Jim is also the co-author of the best-selling book From Work to What’s Next – Designing a Life You Don’t Want to Retire From, a project rooted in his own “failed retirement.” After stepping away from work, Jim discovered firsthand that financial readiness and life readiness are two very different things. That experience inspired him to re-emerge with purpose and ultimately create Sanctuary — a firm dedicated to helping others design transitions that feel meaningful, not disorienting.NAPFA Start Date
April 29, 2025
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