Broker Check
Charles Parks**, CLU, ChFC

Charles Parks**, CLU, ChFC

President / CEO

Charles Parks began his career in 1970 as a college intern at the University of Akron in Akron, Ohio. After a successful early career as a financial adviser, he founded a financial advisory firm in 1983. That firm has since grown to over 200 advisers located at branches in Ohio, Pennsylvania, Georgia, and Florida.

Charlie has received numerous awards and recognition's including Life and Qualifying membership in The Million Dollar Round Table, a prestigious national organization of financial advisers*. He has achieved the added distinction of earning two Top of the Table and four Court of the Table memberships during the past 14 years. As a member of G.A.M.A., he has been a speaker at several LAMP meetings and his organization has achieved recognition as a Diamond level firm for multiple years*.

Charlie has specialized in building an organization and clientele with a philosophy dedicated to providing financial intelligence to individuals and businesses in this very complex economic world. The process driven planning system his firm delivers is a holistic strategy which integrates risk management, cash flow management, and the efficient growth of wealth in a well coordinated manner.

During his career, Charlie has hosted numerous continuing education events speaking on a wide range of topics for CPA's, Enrolled Agents, and Attorneys. He has personally developed multiple strategic alliances to assist tax and accounting professionals in delivering high quality financial advisory services to their clients.

A former nationally ranked handball player, multiple time Ohio State open singles champion and member of the Ohio State Handball Hall of Fame, he now enjoys golf and tennis at his home in Treasure Island, Florida, where he lives with his wife Debbie.


*These awards and recognition does not evaluate the quality of services provided and is not indicative of the award winner’s future performance.