Charles Carroll (CFP®, MBA)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

NAPFA Start Date

May 08, 2018

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This Office

833 SW 11th Avenue Suite 925 Portland, OR 97205-2123 Phone: (503) 379-1922 Fax: (503) 296-2723