Charles W. McGrath, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Charles W. McGrath, Jr. CFP®

CPA

Customized Wealth Management

11000 N Scottsdale Rd, Ste 220
Scottsdale, AZ 85254
(480) 951-1040

General

Charles McGrath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Customized Wealth Management in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance: AZ CA CO FL ID NM NY WA WI
  • Health/disability insurance: AZ CA CO FL ID NM NY WA WI
  • Fixed annuities: AZ CA CO FL ID NM NY WA WI
  • Variable annuities: AZ CA CO FL ID NM NY WA WI

Financial Advisor's Specialties

Comprehensive Financial Planning, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Startup, Personal Taxes

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Helpful Financial Planning Resources