Charles C. Berlin, Cfp®

Charles C. Berlin, Cfp® Email and Phone Number

Senior Vice President, Senior Advice and Planning Analyst @ Truist Wealth
Texas, United States
Charles C. Berlin, Cfp®'s Location
Dallas-Fort Worth Metroplex, United States, United States
Charles C. Berlin, Cfp®'s Contact Details

Charles C. Berlin, Cfp® work email

Charles C. Berlin, Cfp® personal email

n/a
About Charles C. Berlin, Cfp®

Charles C. Berlin, Cfp® is a Senior Vice President, Senior Advice and Planning Analyst at Truist Wealth. Colleagues describe him as "What a pity we cannot clone Charles! We need more young people who are dedicated, passionate and true students of our industry. His analytical skills are second only to his relationship-building skills. I rarely have seen such a unique combination in my 30+ years devoted to financial services. I have had the pleasure of mentoring Charles from the very beginning of his career. As often happens, the student has become the master. He keeps me up to date with new concepts and products for which I am very grateful."

Charles C. Berlin, Cfp®'s Current Company Details
Truist Wealth

Truist Wealth

View
Senior Vice President, Senior Advice and Planning Analyst
Texas, United States
Employees:
1736
Charles C. Berlin, Cfp® Work Experience Details
  • Truist Wealth
    Senior Vice President, Senior Advice And Planning Analyst
    Truist Wealth
    Texas, United States
  • Truist Wealth
    Senior Vice President, Senior Advice & Planning Analyst
    Truist Wealth Aug 2023 - Present
    Charlotte, North Carolina, Us
  • Wellspring Associates
    Senior Financial Planning Consultant
    Wellspring Associates Feb 2018 - Jul 2023
    Atlanta, Georgia, Us
  • Wellspring Associates
    Financial Planning Consultant
    Wellspring Associates Nov 2013 - Jul 2023
    Atlanta, Georgia, Us
  • Massmutual
    Financial Services Professional & Managing Associate
    Massmutual May 2011 - Oct 2013
    Springfield, Massachusetts, Us
    North Texas Financial Group

Charles C. Berlin, Cfp® Education Details

  • Texas Christian University
    Texas Christian University
    Psychology

Frequently Asked Questions about Charles C. Berlin, Cfp®

What company does Charles C. Berlin, Cfp® work for?

Charles C. Berlin, Cfp® works for Truist Wealth

What is Charles C. Berlin, Cfp®'s role at the current company?

Charles C. Berlin, Cfp®'s current role is Senior Vice President, Senior Advice and Planning Analyst.

What is Charles C. Berlin, Cfp®'s email address?

Charles C. Berlin, Cfp®'s email address is cb****@****tes.com

What schools did Charles C. Berlin, Cfp® attend?

Charles C. Berlin, Cfp® attended Texas Christian University.

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