Meet Charles
I’m a CERTIFIED FINANCIAL PLANNER® professional at Barker Wealth Management, LLC, specializing in helping retirees and those nearing retirement make smart financial decisions, retire on their own terms, and pay less in taxes.
Most importantly to me, I’m a devoted husband and father!
I’m passionate about helping people feel confident about money and allowing them to use it to enrich their lives in the ways that provide them the most joy.
My ultimate goal is to provide people with transparent, objective and custom financial advice that promotes clarity and confidence in where they are headed.