Charlotte M. Jungen,  CFP<sup>&reg;</sup> - Financial Advisor

Charlotte M. Jungen, CFP®

CPA

5177 Richmond Ave, Suite 700, Suite 700
Houston, TX 77056
(713) 599-1777

General

Charlotte Jungen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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