Manage Your Money with Confidence
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Charles Vergara CFP®, AIF®
LPL Financial Advisor
My name is Charles Vergara, but you can call me Charlie. I live in Lafayette and I am a proud Boilermaker alumnus, having earned a Bachelor of Science degree in Financial Counseling and Planning in 2016.
My professional licensing includes the FINRA series 7 and 66 licenses, as well as state life and health insurance licenses. In 2019, I became a CERTIFIED FINANCIAL PLANNER ™ professional and in 2020 I earned the Accredited Investment Fiduciary designation.
As an active member of the community, I help individuals, families, and businesses create wealth and financial independence. I provide value to my clients by developing creative solutions for each of their unique financial goals.
I look forward to meeting with you!
Term vs. Permanent Life Insurance
Choosing a Business Structure
