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Kathleen Charles, Cfp® Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Location: Lafayette, California, United States 3 work roles 3 schools
1 work email found @lpl.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@lpl.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LPL Financial
Role
CERTIFIED FINANCIAL PLANNER™
Location
Lafayette, California, United States
Company size
7900 employees

Who is Kathleen Charles, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kathleen Charles, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at LPL Financial, a with 7900 employees, based in Lafayette, California, United States. AeroLeads shows a work email signal at lpl.com and a matched LinkedIn profile for Kathleen Charles, Cfp®.

Kathleen Charles, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Protected Investors Of America and Equity Analyst at Hambrecht & Quist. Kathleen Charles, Cfp® holds M.B.A., Finance from University Of California, Berkeley, Haas School Of Business.

Company email context

Email format at LPL Financial

This section adds company-level context without repeating Kathleen Charles, Cfp®'s masked contact details.

*@lpl.com
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AeroLeads found 1 current-domain work email signal for Kathleen Charles, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kathleen Charles, Cfp®

Kathleen Charles, Cfp® is a CERTIFIED FINANCIAL PLANNER™ at LPL Financial. She possess expertise in financial services, payroll.

Listed skills include Financial Services and Payroll.

Current workplace

Kathleen Charles, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

LPL Financial
Lpl Financial
CERTIFIED FINANCIAL PLANNER™
san diego, california, united states
Website
lpl.com
Employees
7900
AeroLeads page
Company profile
View company profile Email format
3 roles

Kathleen Charles, Cfp® work experience

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

Certified Financial Planner™

Current
Lpl Financial

3650 Mt. Diablo Blvd., Suite 190 Lafayette, Ca 94549

Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the Contact section above.

Feb 2014 - Present

Equity Analyst

Hambrecht & Quist

Analyst for Environmental Serivces Industry

Mar 1987 - Oct 1990
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

CZ Carol Zitzelberger Carol Zitzelberger Colleague at Lpl FinancialLakeland, Florida, United States View → TW Tekenya Williams Tekenya Williams Colleague at Lpl FinancialCharlotte, North Carolina, United States View → BA Bruce Angel Bruce Angel Colleague at Lpl FinancialHouston, Texas, United States View → JB Janita Benford Janita Benford Colleague at Lpl FinancialCharlotte, North Carolina, United States View → AB Ana Barnett Ricp®, Aams®, Cltc® Ana Barnett Ricp®, Aams®, Cltc® Colleague at Lpl FinancialVoorhees, New Jersey, United States View → MR Matt Rufkahr Matt Rufkahr Colleague at Lpl FinancialWashington, Missouri, United States View → TS Thomas Sconzo Thomas Sconzo Colleague at Lpl FinancialManorville, New York, United States View → DF David Ferris, Crps David Ferris, Crps Colleague at Lpl FinancialGreater Boston, United States View → GM Greg Madia Greg Madia Colleague at Lpl FinancialPrinceton, New Jersey, United States View → JN Justin Nemechek Justin Nemechek Colleague at Lpl FinancialKansas City Metropolitan Area, United States View →
3 education records

Kathleen Charles, Cfp® education

B.S., Cellular Biology

University Of Michigan
FAQ

Frequently asked questions about Kathleen Charles, Cfp®

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

What company does Kathleen Charles, Cfp® work for?

Kathleen Charles, Cfp® works for LPL Financial.

What is Kathleen Charles, Cfp®'s role at LPL Financial?

Kathleen Charles, Cfp® is listed as CERTIFIED FINANCIAL PLANNER™ at LPL Financial.

What is Kathleen Charles, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lpl.com for Kathleen Charles, Cfp® at LPL Financial.

Where is Kathleen Charles, Cfp® based?

Kathleen Charles, Cfp® is based in Lafayette, California, United States while working with LPL Financial.

What companies has Kathleen Charles, Cfp® worked for?

Kathleen Charles, Cfp® has worked for Lpl Financial, Protected Investors Of America, and Hambrecht & Quist.

Who are Kathleen Charles, Cfp®'s colleagues at LPL Financial?

Kathleen Charles, Cfp®'s colleagues at LPL Financial include Carol Zitzelberger, Tekenya Williams, Bruce Angel, Janita Benford, and Ana Barnett Ricp®, Aams®, Cltc®.

How can I contact Kathleen Charles, Cfp®?

You can use AeroLeads to view verified contact signals for Kathleen Charles, Cfp® at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Charles, Cfp® attend?

Kathleen Charles, Cfp® holds M.B.A., Finance from University Of California, Berkeley, Haas School Of Business.

What skills is Kathleen Charles, Cfp® known for?

Kathleen Charles, Cfp® is listed with skills including Financial Services and Payroll.

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