Charles A. Kerwood, III CFP<sup>&reg;</sup> - Financial Advisor

Charles A. Kerwood, III CFP®

ChFC®

Partner

Waller Financial Planning Group, Inc.

801 Laurel Oak Dr, Ste 710
Naples, FL 34108
FINANCIAL ADVISOR'S WEBSITE
(614) 457-7026

General

Charles Kerwood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waller Financial Planning Group, Inc. in Naples, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Personal Taxes

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