Charles Terry (CAP, CFP®)

Charles Terry focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

As a CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Advisor in Philanthropy®, Charles has a strong background in designing and implementing comprehensive financial plans, strategic investment portfolios, and qualified retirement plan solutions.  Whether his clients desire to reallocate their investments or determine how much is enough, Charles knows how to provide them with the financial solutions to help meet their goals.

Additional Information

With a deep desire to teach time tested, Biblical principles of finance, Charles has spoken at various venues in the Charlotte area.  He has served on numerous occasions as a Subject Matter Expert for the CFP® Board composing questions for the national exam. Prior to his career as an advisor, he served on staff with Young Life ministries, investing in the lives of high school students.

Charles graduated from the University of North Carolina at Chapel Hill with a BA in Mathematics.  He and his wife Amy live in Charlotte with their four children.

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NAPFA Start Date

May 15, 2018

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This Office

3122 Fincher Farm Rd Ste 100-563 Matthews, NC 28105-5466 Phone: (704) 443-8455