Charles L. Inglefield, IV CFP<sup>&reg;</sup> - Financial Advisor

Charles L. Inglefield, IV CFP®

Financial Advisor

Inglefield Retirement Solutions

11121 Carmel Commons Blvd, #130
Charlotte, NC 28226
(704) 900-5779


Charles Inglefield is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Inglefield Retirement Solutions in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: NC,SC
  • Health/disability insurance: NC,SC,OK
  • Fixed annuities: NC,SC
  • Variable annuities: NC,SC

Financial Advisor's Specialties

Estate Planning, Employee Benefits, Insurance, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources