Charles  Auerbach,  CFP<sup>&reg;</sup> - Financial Advisor

Charles Auerbach, CFP®

ChFC, CLU, EA

President

Wealth Strategies Group, Inc.

8001 Centerview Pkwy, Ste 201
Cordova, TN 38018
(901) 473-9000 x204

General

Charles Auerbach is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Strategies Group, Inc. in Cordova, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accreditied Tax Advisor, Enrolled Agent, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources