Charlie Auerbach CFP, CLU, ChFC, EA

Transcription

1 Charlie Auerbach CFP, CLU, ChFC, EA In 2001, Charlie Auerbach founded Wealth Strategies Group, Inc. as a full-service financial planning firm dedicated to providing successful executive, professional, and business owner clients with impartial advice and targeted strategies. As an independent financial advisor registered with LPL Financial, Charlie is deeply committed to ethically guiding his clients through the maze of long-term investing and financial planning. Forty years of experience in accounting, tax compliance, and financial services have given him valuable insight into the challenges faced by higher net worth individuals and families. Prior to forming Wealth Strategies Group in Cordova, Tennessee, 1 / 15

2 Charlie co-founded Jaffe Auerbach Advisory Group and served as its Chief Operations Officer until Between 1983 and 1994, he worked as Due Diligence Officer at Morgan Keegan in Memphis. A native of Brooklyn, he graduated in 1971 with a Bachelor of Science in Accounting from Brooklyn College in New York. His first positions were with the IRS in New York, New York and included Revenue Agent, Audit Reviewer, and Appellate Conferee. Charlie is a CERTIFIED FINANCIAL PLANNER professional, Chartered Financial Consultant, Enrolled Agent with the IRS, and Accredited Tax Advisor. In 2009 he was featured among Business Week s Top 50 Most Experienced Independent Financial Advisors. For the past three consecutive years he has been named among the Memphis area Power Players by MBQ: Inside Memphis Business, a list that recognizes outstanding professionals who have built solid reputations in their field. Charlie formerly served as President of the Mid-South Chapter of the 2 / 15

3 Financial Planning Association. In this role, his mandate was to provide leadership to other advisors on ethics and best practices. He has also served as Financial Chairman and Past President of the Board of United Cerebral Palsy and as President of the Temple Israel Brotherhood. Charlie has been quoted as a financial advisor on financial planning issues in both the national and local media, including Business Week, The Memphis Business Journal, The Commercial Appeal, and WRVR Radio. Charlie has two grown daughters, Penny and Cindy. He is the proud grandfather of Megan, Madeline, Oliver, Noah, Allie, and Dylan. He enjoys spending time with his family and golfing. 3 / 15

4 Ron Goldner RFC Ron is our resident guru when it comes to understanding and explaining life events leading up to retirement. He is constantly striving to stay informed of the latest developments in Washington concerning Social Security and Medicare. Although these are known as entitlement programs, there is much planning and strategizing that needs to be done before our clients begin receiving their benefits. When it comes to client questions about these programs, if he doesn't have the answer he knows how and where to find it. Visit Ron's website ( for comprehensive answersto everyday financial questions. 4 / 15

5 A member-in-good standing with the International Association of Registered Financial Consultants, Ron holds the designation of RFC. He completed the CFP education program at the College for Financial Planning in He continues to take many credit hours of Continuing Education, particularly as it relates to Senior issues. Ron is a member of the national Financial Planning Association as well as its local Mid-South chapter and participates extensively. Ron and his wife Arlene have been married since 1973 and have two grown children, Melissa (Jason) and Justin (Shana). Their granddaughters Mollie and Claraare their pride and joy. 5 / 15

6 Bruce Martin CFP Bruce joined Wealth Strategies Group in April of 2015, specializing in financial and tax planning for business owners, executives, and retirees. Bruce left his ten year tenure with FedEx 6 / 15

7 Express as Senior Financial Analyst in 2012 to pursue a career in financial planning with UBS Wealth Management. After three years of success applying a financial planning approach to money management, Bruce made the decision to join Wealth Strategies Group. His motivation was the same as the Wealth Strategies Group co-founders to move from a traditional firm to a one that favors a more personalized, unbiased approach to investment advice. 7 / 15

8 As a CERTIFIED FINANCIAL PLANNER professional, Bruce brings his initiative and ingenuity to help create customized plans for individual and business clients. Bruce resides in Memphis with his wife Cindy and her two teenagers. He enjoys exercise and cooking from scratch. 8 / 15

9 Stephen Stamps, AAMS Stephenjoined Wealth Strategies Group in November of 2015, specializing in 9 / 15

10 retirement and college saving plans. After a successful career in the medical device industry working for both a Fortune 500 company as well as a venture-backed start-up, he chose to follow his passion of investing and pursued a career in the financial services industry with Edward Jones Investments. After five years of successfully applying a planning approach to money management, Stephen made the decision to join Wealth Strategies Group 10 / 15

11 for their independent, unbiased advice-driven solutions. Stephen brings his passion for helping others and knowledge of investing to serve the financial needs of individuals and families. Stephen lives in Collierville with his wife Katie and their daughter. He enjoys golf and is a true blue Tiger fan. 11 / 15

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13 David Williams CFP David Williams has operated a consultancy to small- to mid- sized businesses and their executives since He is also affiliated with Wealth Strategies Group, Inc. and is Director of Planning Services. Prior to establishing his business 13 / 15

14 consultancy, Dave was Director of Financial Planning for Regions Morgan Keegan Trust. Dave has been a financial planner dealing primarily with small business owners since He has developed special expertise in advanced estate and charitable planning, community property and Napoleonic law, employer stock option planning, and qualified plans. 14 / 15

15 Dave has been acertified FINANCIAL PLANNER practitioner since He is Past-President and Chairman of the Board of the Financial Planning Association of the Mid-South. Dave is also a mentor with Memphis Institute for Leadership Education, a program associated with the Fogelman College of Business and Economics. 15 / 15