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!