Charles Prothro Email & Phone Number
Partner, Chief Planning and Risk Officer @ Sparks Financial
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Charles Prothro Location
- Texas, United States
Charles Prothro Work
- 2024 -now Private Wealth Advisor @
- 2025 -now Partner, Chief Planning and Risk Officer @
- 1982 -now Wealth Management Advisor @
Charles Prothro Education
- Wake Forest University
Bachelor of Arts (B.A.) (Psychology)
1976-1980
Charles Prothro Skills
- Holistic Financial Planning
- Estate Planning
- Life Insurance Planning
- Retirement Income Strategies
- Wealth Management Planning
- Advisory Coordination
- Asset Allocation
- Asset Management
- Bonus Plans
- Budgeting
- Business Strategy
- Business Succession Planning
- Charitable Strategies
- Comprehensive Financial Planning
- Deferred Compensation Plans
- Disability Insurance
- Education Funding
- Executive Management
- Exit Planning
- Family Business
- Financial Advisory
- Financial Planning
- Financial Security
- Fixed Annuities
- Group Benefit Plans
- Group Health Insurance
- Investment Portfolio Management
- Investment Services
- Legacy Planning
- Life Insurance
- Long-Term Care
- Mergers & Acquisitions
- Money Market Funds
- Multigenerational Planning
- Mutual Funds
- Permanent Life Insurance
- Portfolio Management
- Retirement
- Risk Management
- Stocks
- Strategic Wealth Accumulation
- Succession Planning
- Tax Efficient Strategies
- Term Life Insurance
- Trust Services
- Wealth Accumulation
- Wealth Distribution
- Certified Financial Planner
- Financial Analysis
- Investment Strategies
- Long Range Thinking
- Business Ethics
- Goal Identificaiton and Clarification
- Marketing
- Inspiring Decision Making
- Leading
- Organizing
- Investments
- Critical Thinking
- Project Planning
- Educating
- Microsoft Office
- Management
- Simplifying Complexity
- Effective Listening
- Healthcare
- Problem Solving
- Public Speaking
- Leadership
- Emotional Intelligence
- Counseling
Charles Prothro Summary
- Charles Prothro, based in Texas, United States, is currently a Partner, Chief Planning and Risk Officer at Sparks Financial. Charles Prothro brings experience from previous roles at Sparks Financial and Northwestern Mutual. Charles Prothro holds a 1976 - 1980 Bachelor of Arts (B.A.) in Psychology @ Wake Forest University. With a robust skill set that includes Holistic Financial Planning, Estate Planning, Life Insurance Planning, Retirement Income Strategies, Wealth Management Planning and more. Charles Prothro has 1 emails and 3 mobile phone numbers on RocketReach.
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Charles Prothro
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