CHARLES N. MEEKS,  CFP<sup>&reg;</sup> - Financial Advisor

CHARLES N. MEEKS, CFP®

President

Meeks Capital

1964 Howell Branch Rd, 109
Winter Park, FL 32792
FINANCIAL ADVISOR'S WEBSITE
(407) 494-5439 CONNECT WITH CHARLES
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General

CHARLES MEEKS is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meeks Capital in Winter Park, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - CRPC

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Sudden Wealth, Personal Taxes

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