Charles R. Kalb,  CFP<sup>&reg;</sup> - Financial Advisor

Charles R. Kalb, CFP®

Ameriprise Financal Advisors

6817 Southpoint Pkwy, Ste 1103
Jacksonville, FL 32216
(904) 421-7526


Charles Kalb is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financal Advisors in Jacksonville, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • Other - CRPC

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources