Charles B. Lefkowitz,  CFP<sup>&reg;</sup> - Financial Advisor

Charles B. Lefkowitz, CFP®


Financial Planner

United Planners Financial Services of America

PO Box 13415
Scottsdale, AZ 85267
(480) 812-0393


Charles Lefkowitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Planners Financial Services of America in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

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

Broker-Dealer Affiliation

United Planners Financial Services of America

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources