Charles Kerr's Location
Denver, CO, US
Charles Kerr's Work
- Founding Partner @ Financial Planning Associates, Inc.
- Director of Business Development @ Capital Management Strategies
- VP Regional Planning Consultant @ Fidelity Investments
Charles Kerr's Education
- Louidiana Tech
Bachelor’s Degree (Psychology)
1985 - 1988 - Tulane University
(Chemical Engineering)
1983 - 1984
Charles Kerr's Skills
- Financial Services
- Retirement Planning
- Fixed Annuities
- Wealth Management
- Insurance
- Finance
- Financial Advisory
- Management
- Strategic Financial Planning
- Series 7
Charles Kerr's Summary
Charles Kerr, based in Denver, CO, US, is currently a Founding Partner at Financial Planning Alternatives, bringing experience from previous roles at Capital Management Strategies and Fidelity Investments. Charles Kerr holds a 1985 - 1988 Bachelor’s Degree in Psychology @ Louidiana Tech. With a robust skill set that includes Financial Services, Retirement Planning, Fixed Annuities, Wealth Management, Insurance and more, Charles Kerr contributes valuable insights to the industry. Charles Kerr has 1 mobile phone number on RocketReach.
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