Charles E. Nash,  CFP<sup>&reg;</sup> - Financial Advisor

Charles E. Nash, CFP®

ChFC®, CLU®

Managing Advisor

PFM Advisor

3100 West End Avenue, Suite 1290
Nashville, TN 37203
FINANCIAL ADVISOR'S WEBSITE
(800) 660-1592
(615) 297-1660
CONNECT WITH Charles
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General

Charles Nash is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PFM Advisor in Nashville, TN and the surrounding communities.

Financial Advisor Overview

PFM Advisor provides wealth management services to corporate executives of publicly-traded companies.

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Financial Advisor Experience

In private practice working with corporate executives since 1993.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Insurance Licenses

  • Life insurance: TN
  • Health/disability insurance: TN
  • Fixed annuities: TN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources