Charles D. Vaughan,  CFP<sup>&reg;</sup> - Financial Advisor

Charles D. Vaughan, CFP®

CRPC

Chief Retirement Strategist

Harbour Financial/THE RETIREMENT SOURCE®

8160 Corporate Park Drive, Suite 210
Cincinnati, OH 45242
FINANCIAL ADVISOR'S WEBSITE
(888) 350-9517
(513) 791-8899

General

Charles Vaughan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Harbour Financial/THE RETIREMENT SOURCE® in Cincinnati, OH and the surrounding communities.

Financial Advisor Overview

I work with a team of experienced advisors in an independent advisory firm utilizing the services of an independent brokerage/registered investment advisor. This give us the ability to work with clients in many states (subject to registration requirements).

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Financial Advisor Experience

Many years experience as a stockbroker before going independent as a comprehensive financial planner and wealth manager. Capable of handling portfolios of individual stocks, bonds and ETFs as well as the standard SMAs and other managed investments.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

5, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC)

Insurance Licenses

  • Life insurance: OH, CO
  • Health/disability insurance: OH, CO
  • Fixed annuities: OH, CO
  • Variable annuities: OH, CO

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and Investment Advisory Service Offered through Crown Capital Securities, LP - Member FINRA, SIPC, Registered Investment Advisor

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources