Charlie Parker

Credentials:
  • LUTCF®

Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, College Funding Strategies, Group Benefits

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Charlie’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Charlie

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Coastal Wealth - West Palm Beach

Satellite Office

250 S Australian Avenue, Ste 1200
West Palm Beach, FL 33401

CRN201912-180567