< Back To Search Results

CALL : 704-759-9060
EMAIL CHARLES
SEND TO A FRIEND

Charles Terry, CFP®, CAP®

Financial Advisor

Charlotte, NC

Charles is a Financial Advisor for the Everyday Steward® division of Ronald Blue & Co. and serves his clients out of the branch office in Charlotte, North Carolina. Charles joined the firm in 2006.

As a CERTIFIED FINANCIAL PLANNERTM certificant and Chartered Advisor in Philanthropy®, Charles offers fee-only financial planning and investment management services to clients who are beyond the debt problem stage, but need objective, biblical counsel for their financial planning and investment needs. He is passionate about helping people become better stewards of their time and resources so they can live a life of purpose and strive to experience peace of mind. With the extensive depth of resources at Ronald Blue & Co., clients are provided with professional counsel in every area of personal finances, including investment advisory services, estate planning, and retirement planning.

Charles graduated from the University of North Carolina at Chapel Hill with a B.A. in Mathematics.

With a deep desire to teach time tested, biblical principles of finance, Charles has spoken at various venues in the Charlotte area. He has served on numerous occasions as a Subject Matter Expert for the CFP® Board, and has served on the Item Writing Group composing questions for the national exam. Prior to working at Ronald Blue & Co., he served on staff with Young Life ministries, investing in the lives of high school students.

Charles and his wife, Amy, live in Charlotte, North Carolina with their four children.

Top

Copyright 2017 RonaldBlue & Co.


porno oyun