Charles Oliver Email & Phone Number

MISSIONI assist individuals, families and small business owners who have accumulated financial assets through personal savings or inheritance. The common element is that they want professional guidance on the sometimes-confusing world of financial markets, and don’t have the time or interest in managing their own investments.THE PROFESSIONAL JOURNEYI have not always been a financial advisor, but was encouraged by friends, who were already in the business, to consider this industry as a career. A book written in 1984 called For What It’s Worth showed me that this profession is primarily about service – a service that is valuable to many who have worked and saved, wanting to build wealth through wise investing. I have long believed that serving the needs of others leads to a fulfilling and enriching life. In 1989 I was searching for a career change, and discovered that my own core strengths of communication and attention to detail aligned well with skills necessary for success in this profession.STEADY PURSUIT OF KNOWLEDGEMy career focus is the steady pursuit of knowledge and experience that allows me to confidently provide investment advice to my customers. While knowing what the future holds would be a great benefit to all investors – that information is not available to anyone. The next best information is a keen awareness of what is currently happening around the world’s markets, and recognizing changes as they happen. I particularly enjoy sharing with clients and prospective clients how I approach this task and how it can be applied for their benefit.When not engaged in helping my clients, I find a renewed pleasure in domestic travel and have always enjoyed the search for “treasures” found in estate sales and antique stores.ROLLOVERSINVESTMENT MANAGEMENTRETIREMENT PLANNINGINHERITANCESSAVING

Listed skills include Investments, Retirement, Financial Advisory, Customer Service, and 13 others.

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  University Of Oklahoma - Price College Of Business

  Marketing & Management