Charles W. Rawl & Associates, LLC
Charlie Rawl, CFP® CLU® ChFC® RICP®, is a seasoned wealth management and financial planning professional with extensive experience in serving business owners, executives, and affluent investors. As the founder and principal of Charles W. Rawl & Associates, LLC since March 2009, Charlie focuses on holistic financial solutions, particularly for clients considering business sales or retirement. Previously, Charlie held positions at Zenith Wealth Management, Stanford Financial Group, UBS, Merrill Lynch, and New York Life Insurance Company, where notable achievements include restructuring Enron's 401(k) plan and advocating for client safety. Charlie possesses a Bachelor of Business Administration in Finance from Texas McCombs School of Business and multiple financial designations, underlining a commitment to advancing expertise in the financial services sector.
This person is not in any teams
Charles W. Rawl & Associates, LLC
Charles W. Rawl & Associates, LLC is a wealth management firm focused on Retirement Income Planning. While there are many great wealth management firms that can help you accumulate wealth, competent retirement income planners are fewer and further between. It is important to choose a retirement income planner with credentials and competence in this arena. Our process focuses on transitioning from asset accumulation to creating a sustainable livelihood in retirement. This requires specialized planning that should ideally begin years in advance of retirement. Charles W. Rawl is a Registered Representative and Investment Advisory Representative of Sunbelt Securities, Inc., member FINRA/SIPC. Charles W. Rawl & Associates, LLC is also a Texas General Lines Insurance Agency offering Fixed Life Insurance and Annuities. Charles W. Rawl & Associates, LLC and Sunbelt Securities, Inc. are unaffiliated companies and neither provide legal or tax advice.