Charlie Rawl

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.