Joshua T. Hatfield Charles,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua T. Hatfield Charles, CFP®

ChFC, CLU, CEP

CEO - Financial Advisor

Financial-360, LLC

2000 Tower Oaks Boulevard, STE 250
Rockville, MD 20852
301-476-6900

General

Joshua Hatfield Charles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial-360, LLC in Rockville, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLTC, CEP, ADPA, WMS

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes

More

Helpful Financial Planning Resources