AeroLeads people directory · profile
Charles Sachs, Cfa, Cfp® Email & Phone Number
Chief Investment Officer
at
Imperio Wealth Advisors
1 work email found
@kaufmanrossin.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer
Location
Miami, Florida, United States
Who is Charles Sachs, Cfa, Cfp®? Overview
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Quick answer
Charles Sachs, Cfa, Cfp® is listed as Chief Investment Officer at Imperio Wealth Advisors, based in Miami, Florida, United States. AeroLeads shows a work email signal at kaufmanrossin.com and a matched LinkedIn profile for Charles Sachs, Cfa, Cfp®.
Charles Sachs, Cfa, Cfp® previously worked as Chief Investment Officer, Kaufman Rossin Wealth at Kaufman Rossin Wealth and Senior Wealth Manager at Bny Mellon Wealth Management. Charles Sachs, Cfa, Cfp® holds Mba, Finance from Florida International University.
Company email context
Email format at Imperio Wealth Advisors
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*@kaufmanrossin.com
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AeroLeads found 1 current-domain work email signal for Charles Sachs, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Charles Sachs, Cfa, Cfp®
Accomplished Financial executive, Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ with 15+ years in Investment Management, Relationship Management, and Advanced Financial Planning. Broad experience in managing complexities of high-net-worth clients to understand and achieve financial objectives. Deep knowledge of investment and financial planning strategies. Creative thinker and natural problem-solver. Prior leadership roles with organizations including the Estate Planning Council of Miami, The National Association of Estate Planners & Councils, and the Financial Planning Association. Member of advisory committees for United Way, University of Miami, and Greater Miami Jewish Federation. Wealth Management / Chief Investment OfficerInvestment Management • Financial, Estate & Retirement Planning • Tax Planning • Private Client Management • Portfolio Management • Team Leadership • Business Development
Current workplace
Charles Sachs, Cfa, Cfp®'s current company
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6 roles
Charles Sachs, Cfa, Cfp® work experience
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Chief Investment Officer
CurrentInvestment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. Imperio Wealth Advisors and MPS are not affiliated entities.
Oct 2024 - Present
Chief Investment Officer, Kaufman Rossin Wealth
Kaufman Rossin Wealth
Charles Sachs provides financial planning and investment management to clients, using a long-term consultative approach to achieve financial goals. He is the Chief Investment Officer of Kaufman Rossin Wealth, LLC.Throughout his career, Charles has advised high net worth families, helping them with investment, retirement, estate, and charitable giving. He.
Mar 2019 - Sep 2024
Senior Wealth Manager
BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than 225 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations.
Jan 2017 - Feb 2019
Senior Wealth Manager
Private Wealth Counsel
Served as Chief investment officer for this registered investment advisory firm that serves private wealth clients. Provided strategic wealth management direction; tax, insurance, and estate planning guidance; and generational wealth transfer and charitable planning advice.
Dec 2012 - Dec 2017
Principal, Senior Client Advisor
- Served as senior advisor for the client relationship team, supervising the interaction and consultation to multiple private clients. Provided strategic wealth management direction; tax, insurance, and estate planning.
- Actively pursued new business opportunities while cultivating existing clients. Instrumental in developing “Second Opinion” marketing offering, for prospective clients of the firm.
- Launched a charitable planning initiative.
- Proactively communicated to clients regarding performance reporting, portfolio construction, financial planning, and estate planning. Trained and prepared clients’ heirs on financial concepts and effective stewardship.
- Selected as one of six members of the investment committee that oversaw and developed consistent investment strategies for all firm clients. Collaborated with the sales and marketing team members to craft and fine-tune.
Dec 2005 - Dec 2011
2 education records
Charles Sachs, Cfa, Cfp® education
Mba, Finance
Florida International University
Bs, Aeronautics
Embry-Riddle Aeronautical University
FAQ
Frequently asked questions about Charles Sachs, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Charles Sachs, Cfa, Cfp® work for?
Charles Sachs, Cfa, Cfp® works for Imperio Wealth Advisors.
What is Charles Sachs, Cfa, Cfp®'s role at Imperio Wealth Advisors?
Charles Sachs, Cfa, Cfp® is listed as Chief Investment Officer at Imperio Wealth Advisors.
What is Charles Sachs, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @kaufmanrossin.com for Charles Sachs, Cfa, Cfp® at Imperio Wealth Advisors.
Where is Charles Sachs, Cfa, Cfp® based?
Charles Sachs, Cfa, Cfp® is based in Miami, Florida, United States while working with Imperio Wealth Advisors.
What companies has Charles Sachs, Cfa, Cfp® worked for?
Charles Sachs, Cfa, Cfp® has worked for Imperio Wealth Advisors, Kaufman Rossin Wealth, Bny Mellon Wealth Management, Private Wealth Counsel, and Evensky & Katz / Foldes Financial Wealth Management.
How can I contact Charles Sachs, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Charles Sachs, Cfa, Cfp® at Imperio Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Charles Sachs, Cfa, Cfp® attend?
Charles Sachs, Cfa, Cfp® holds Mba, Finance from Florida International University.
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