Charles Bremer, CFP®, CDFA®

Charles Bremer has been successfully providing financial advice and superior service to his clients since 2012.

Charles strives to stay on the forefront of the latest education and financial strategies – to be better enabled to bring solutions to address client’s problems regarding investments or insurance with comprehensive solutions and plans. Some areas of focus include: Social Security planning, education planning, investment and retirement planning and Business owner planning.

To stay current in his field and develop his professional skills, Kyle attends industry training and certification programs. This includes completing the curriculum and passing the exams for the:

• CERTIFIED FINANCIAL PROFESSIONAL™ professional (CFP^®)
• Certified Divorce Financial Analyst (CDFA^®)

Charles’ broad life experience together with his team of advisors and understanding the business owner environment sets him apart from most in this industry.

In his spare time he enjoys traveling, hiking, carpentry, brewing beer, fitness, and spending time with his family.

Charles is thankful for the privilege of working for you and your continued support and business!

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

California Insurance License #: OM79573