Kenneth E. Charlton,  CFP<sup>&reg;</sup> - Financial Advisor

Kenneth E. Charlton, CFP®

Principal

Kenneth E. Charlton, CFP®

18071 Allegheny Dr
N Tustin, CA 92705
FINANCIAL ADVISOR'S WEBSITE
(949) 285-9270

General

Kenneth Charlton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kenneth E. Charlton, CFP® in N Tustin, CA and the surrounding communities.

Financial Advisor Overview

Providing comprehensive financial planning services including: * Investments - allocation of investment assets; analysis of investment alternatives * Retirement - lifetime cash flow projections; analysis of alternatives for accumulation and distribution phases * Risk management - analysis of risk exposure and alternatives for mitigation *Education funding - cost projections and analysis of funding alternatives * Estate preservation - analysis of strategies for wealth accumulation and distribution

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Financial Advisor Experience

Certified Financial Planner professional in California. Registered Investment Adviser with the State of California. Education: Masters Degree from the University of California, Irvine. Business Experience: Consultant for Price Waterhouse; Business Owner; Executive Management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Adviser

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Getting Married, Identity Theft, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources