Charles Bender (CFP®, CPA, MBA)
Charles Bender focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Entrepreneurs
- Federal Employees
- High Net Worth Client Needs
- AUM
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- Entrepreneurs
- Federal Employees
- High Net Worth Client Needs
Planning Specialties
The Financial Consulate is redefining wealth for those families and individuals who desire more in life. We are passionate about financial planning and are authentic in our approach to helping clients solve their easiest, and most complex, financial challenges. By helping every client achieve a sense of balance in their personal, professional, and financial lives, we truly become their financial advocate. We invite you to explore The Financial Consulate to see how we can redefine wealth for you.
Additional Information
Chuck is the Chief Financial Officer at the Financial Consulate. He is a Certified Public Accountant (CPA), a Certified Financial Planner™ (CFP®) practitioner and has earned his Masters of Business Administration from Loyola College in Maryland in addition to his undergraduate degree from Virginia Tech.
NAPFA Start Date
January 23, 2007
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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