Professional Certifications
• Certified Financial Planner™ (CFP^®)
• Registered Representative and Investment Advisor Associate, Ameritas Investment Corp
• Series 7, 63 and 66 Licenses
• Million Dollar Round Table Court of the Table Member

Education
• Bachelor's degree in Business Administration, UNC-Chapel Hill

Financial Experience
Charlie has been a financial advisor with Capital Concepts Financial Group since 1998.  He became a managing partner with the firm in 2001. The managing partner achievement recognizes a commitment of excellence to the business.

Charlie focuses on personal financial and small business planning. He provides trusted advice and managed money solutions, matching his client’s needs and objectives while adapting to the inevitable changes in their lives.

Community Involvement:
• Active member of Holy Trinity Lutheran Church
• Church Council Member
• Family Care Center Board Member

Personal
Charlie and his wife, Lee, have one daughter.

To reach Charlie, call 828-322-8210 ext 425. You may also email Charlie at crogers@cconcepts.com

1155 Southgate Corp Park SW • PO Box 3509 - Hickory, NC 28603 • Phone (828) 322-8210 or (888) 401K-ESP • Fax (828) 324-9664