Charles Pettit, Chfc, Chfebc, Clu
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Charles Pettit, Chfc, Chfebc, Clu Email & Phone Number

ChFC * CLU * ChFEBC * Gov/Fed Benefits Training * Workshops * Retirement Consulting *CSRS *FERS *FEGLI *DI *LTC *TSP *Public Pension *403B *Circle of Wealth Master Mentor* at LifeTyme Financial LLC
Location: Scottsdale, Arizona, United States 14 work roles 4 schools
1 work email found @ltfusa.com 5 phones found area 301 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email c****@ltfusa.com
Direct phone (301) ***-****
LinkedIn Profile matched
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Current company
Role
ChFC * CLU * ChFEBC * Gov/Fed Benefits Training * Workshops * Retirement Consulting *CSRS *FERS *FEGLI *DI *LTC *TSP *Public Pension *403B *Circle of Wealth Master Mentor*
Location
Scottsdale, Arizona, United States
Company size

Who is Charles Pettit, Chfc, Chfebc, Clu? Overview

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Quick answer

Charles Pettit, Chfc, Chfebc, Clu is listed as ChFC * CLU * ChFEBC * Gov/Fed Benefits Training * Workshops * Retirement Consulting *CSRS *FERS *FEGLI *DI *LTC *TSP *Public Pension *403B *Circle of Wealth Master Mentor* at LifeTyme Financial LLC, a with 31 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at ltfusa.com, phone signal with area code 301, and a matched LinkedIn profile for Charles Pettit, Chfc, Chfebc, Clu.

Charles Pettit, Chfc, Chfebc, Clu previously worked as CEO/Founder at Csp Financial Group, Llc and Co-Founder at Lifetyme Financial Llc. Charles Pettit, Chfc, Chfebc, Clu holds Chfc® Designation, Advanced Financial Planning from The American College.

Company email context

Email format at LifeTyme Financial LLC

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*@ltfusa.com
71% confidence

AeroLeads found 1 current-domain work email signal for Charles Pettit, Chfc, Chfebc, Clu. Compare company email patterns before reaching out.

Profile bio

About Charles Pettit, Chfc, Chfebc, Clu

Charles Pettit, Chartered Financial Consultant® is an experienced and disciplined financial professional who has spent over 25 years providing sound financial guidance to individuals, families & business owners with a wide range of financial needs. He has a unique approach in that he helps people find money they are currently transferring away unknowingly & unnecessarily by addressing the major areas of wealth transfers that we make throughout our lives such as mortgages, taxes, qualified plans, education expenses, major purchases & investment strategies. Charles believes that it makes little sense to have a million dollars saved at retirement only to discover you lost a million along the way! Through Education, Investigation, and Creation Charles will provide you the Purpose Plan Strategy for Creating, Building, and Optimizing your Wealth. Charles became an Eagle Scout in the Boy Scouts of America in 1982, graduated from High School in 1984, and immediately entered the US Army. Charles entered the financial services industry in December of 1993 while completing his military service. Charles is a 12 year Veteran of the US Army. His highly decorated military career culminated with service in the Persian Gulf War and Somalia. Upon his Honorable Discharge from the US Army, he developed a passion for helping families develop their financial strategies and developed the Purpose Plan Process. We can help educate you. Federal Employee (Feds), Veteran (Vets), Dept. of Veterans Affairs (VA), Veterans Administration, Social Security Administration (SSA), Navy, Army, Marines (USMC), DOD, Military, Service Members Government (Gov, Govt, Gov’t), Postal Carrier, Postal Worker, UPS, USPS, Air Force (US Air Force, USAF), US Navy, DOL, Dept of Defense (DOD), Federal Aviation Administration (FAA), USDA, Department of Labor (DOL), Dept. of Transportation (DOT), Dept. of Interior (DOI), National Park Service (NPS)

Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Small Business, and 46 others.

Current workplace

Charles Pettit, Chfc, Chfebc, Clu's current company

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LifeTyme Financial LLC
Lifetyme Financial Llc
ChFC * CLU * ChFEBC * Gov/Fed Benefits Training * Workshops * Retirement Consulting *CSRS *FERS *FEGLI *DI *LTC *TSP *Public Pension *403B *Circle of Wealth Master Mentor*
phoenix, arizona, united states
Website
Employees
31
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14 roles

Charles Pettit, Chfc, Chfebc, Clu work experience

A career timeline built from the work history available for this profile.

Ceo/Founder

Current
Csp Financial Group, Llc

Scottsdale, Arizona, United States

Many people feel uncertain when it comes to their finances. Families and futures hinge on it. Lack of education about it pervades. Today’s choices about it can affect tomorrow’s realities. Confronting and planning for the future can be so overwhelming; it often puts people in a state of confusion, fear, and inaction. They know they need to do something, but they simply don’t know where to begin. Through Education, Investigation and Creation we can prepare a Lifetime Financial Strategy exclusively for you. It provides your Wealth Formula for Creating, Building and Optimizing your Wealth. CSP Financial Group's Wealth Strategists will provide you with the Financial Solutions to Life’s two Biggest Challenges of what happens if I Die Too Soon or Live Too Long. We are committed to educating people about their financial choices so they can take steps to control their money instead of letting their money – or lack of it – control them. By building a solid financial foundation you can move from being Less Secure to More Secure and from Proper Protection to Accumulating Wealth.To unleash the power of that knowledge you can implement your Personal Wealth Strategy. If done properly you can maximize the Formula for Wealth, which states that Money plus Time, plus or minus a Rate of Return, minus Inflation and minus Taxes equals Wealth.

Jan 1997 - Present

Co-Founder

Current

Scottsdale, Az

We are a financial services company with a very unique focus in that we help people find money that they are currently transferring away unknowingly and unnecessarily. These areas are often with taxes, interest on the debt, financing cars, credit cards, how one pays their mortgage, contributions to retirement accounts just to name a few.We provide our clients with answers to the four biggest questions facing everyone about their future retirement.What rate of return will your investments need to earn for you to enjoy your present lifestyle at retirement?1. How much should you be saving?2. How long will you have to work to enjoy your present lifestyle during retirement?3. How much will you be able to spend and have your money last to your life expectancy?4. We can provide a snap shot of where you are today in relation to where you want to be in just a few minutes and answer every one of the above questions for you.We specialize inTax Free StrategiesRetirement PlanningAsset ManagementAsset ProtectionTax Diversification StrategiesWealth Coaching

Jan 2014 - Present

Realtor

Exit Realty Prosperity Group

Frederick, Md

Jul 2008 - Dec 2010

Owner

Special Forces Mortgage

Germantown, Md

Nov 2004 - Dec 2007

Registered Rep/Investment Adviser Rep/Branch Manager/Osj Manager

World Group Securities

Rockville, Md

Apr 2002 - Dec 2007

Branch Manager/Mortgage Loan Officer

Hansen Mortgage Services

Rockville, Md

Nov 2003 - Oct 2004

National Marketing Director (Nmd)

World Marketing Alliance (Wma)

Duluth, Ga

Aug 1994 - Apr 2002

Registered Rep/Investment Adviser Rep/Branch Manager/Osj Manager

Wma Securities, Inc

Duluth, Ga

Aug 1994 - Apr 2002

Sergeant First Class (Sfc)

Worldwide

May 1984 - Aug 1996

Registered Rep

Sentra Securities Corporation

Phoenix, Az

Sep 1994 - Mar 1995
Team & coworkers

Colleagues at LifeTyme Financial LLC

Other employees you can reach at ltfusa.com. View company contacts for 31 employees →

4 education records

Charles Pettit, Chfc, Chfebc, Clu education

Chfc® Designation, Advanced Financial Planning

The American College

Completed the Chartered Financial Consultant® (ChFC®) designation program with the American College for Financial Services. The Chartered.

Associate In Arts Degree, General Studies

University Of Maryland: University College

Diploma, High School/Secondary Diplomas And Certificates

Twin Falls High School

None Just Attended, High School/Secondary Diplomas And Certificates

Gloversville High School
FAQ

Frequently asked questions about Charles Pettit, Chfc, Chfebc, Clu

Quick answers generated from the profile data available on this page.

What company does Charles Pettit, Chfc, Chfebc, Clu work for?

Charles Pettit, Chfc, Chfebc, Clu works for LifeTyme Financial LLC.

What is Charles Pettit, Chfc, Chfebc, Clu's role at LifeTyme Financial LLC?

Charles Pettit, Chfc, Chfebc, Clu is listed as ChFC * CLU * ChFEBC * Gov/Fed Benefits Training * Workshops * Retirement Consulting *CSRS *FERS *FEGLI *DI *LTC *TSP *Public Pension *403B *Circle of Wealth Master Mentor* at LifeTyme Financial LLC.

What is Charles Pettit, Chfc, Chfebc, Clu's email address?

AeroLeads has found 1 work email signal at @ltfusa.com for Charles Pettit, Chfc, Chfebc, Clu at LifeTyme Financial LLC.

What is Charles Pettit, Chfc, Chfebc, Clu's phone number?

AeroLeads has found 5 phone signal(s) with area code 301 for Charles Pettit, Chfc, Chfebc, Clu at LifeTyme Financial LLC.

Where is Charles Pettit, Chfc, Chfebc, Clu based?

Charles Pettit, Chfc, Chfebc, Clu is based in Scottsdale, Arizona, United States while working with LifeTyme Financial LLC.

What companies has Charles Pettit, Chfc, Chfebc, Clu worked for?

Charles Pettit, Chfc, Chfebc, Clu has worked for Csp Financial Group, Llc, Lifetyme Financial Llc, Exit Realty Prosperity Group, Primary Residential Mortgage, Inc., and Evergreen Properties.

Who are Charles Pettit, Chfc, Chfebc, Clu's colleagues at LifeTyme Financial LLC?

Charles Pettit, Chfc, Chfebc, Clu's colleagues at LifeTyme Financial LLC include Loren Hendry, Laura Anh Pham, Terry White, Larraine Mariano, and Linda Daniels Cermak, Ms, Ea, Chfebc.

How can I contact Charles Pettit, Chfc, Chfebc, Clu?

You can use AeroLeads to view verified contact signals for Charles Pettit, Chfc, Chfebc, Clu at LifeTyme Financial LLC, including work email, phone, and LinkedIn data when available.

What schools did Charles Pettit, Chfc, Chfebc, Clu attend?

Charles Pettit, Chfc, Chfebc, Clu holds Chfc® Designation, Advanced Financial Planning from The American College.

What skills is Charles Pettit, Chfc, Chfebc, Clu known for?

Charles Pettit, Chfc, Chfebc, Clu is listed with skills including Retirement Planning, Strategic Financial Planning, Investments, Small Business, Estate Planning, Wealth, Retirement, and Insurance.

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