Charles J. Root, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Charles J. Root, Jr. CFP®

Managing Director

Double Eagle Financial

PO Box 2790, 2300 Bethards Drive, Ste R
Santa Rosa, CA 95405
FINANCIAL ADVISOR'S WEBSITE
(707) 576-1313

General

Charles Root is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Double Eagle Financial in Santa Rosa, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AEP, CLU,ChFC

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Helpful Financial Planning Resources