Giles K. Almond,  CFP<sup>&reg;</sup> - Financial Advisor

Giles K. Almond, CFP®

CPA, PFS, CIMA

President

4:8 Financial Management, Inc.

831 E Morehead St, Suite 760
Charlotte, NC 28202
(704) 351-1940

General

Giles Almond is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at 4:8 Financial Management, Inc. in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Retirement, Personal Taxes

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