Charles Parks brings more than 40 years of experience in the financial services industry, with a career focused on leadership, strategic development, and long-term client relationships. After establishing his agency firm in 1983, he expanded the organization across multiple states including Ohio, Pennsylvania, Georgia, and Florida.
Charlie has focused on building an organization and serving clients through a planning-based philosophy designed to help individuals and businesses navigate complex financial matters. The firm’s planning process incorporates strategies related to risk management, cash flow analysis, and long-term financial planning in a coordinated manner.
Throughout his career, Charlie has hosted continuing education events and spoken on a variety of topics for CPAs, Enrolled Agents, and attorneys. He has also worked with tax and accounting professionals to help support their clients’ financial planning needs.
A former nationally ranked handball player, multiple-time Ohio State Open Singles Champion, and member of the Ohio State Handball Hall of Fame, Charlie now enjoys golf and tennis at his home in Treasure Island, where he lives with his wife, Debbie.
Charles Parks is affiliated with Osaic Wealth, Inc.