Charles Sauer Email & Phone Number
Wealth Planner @ Edwards Asset Management
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Charles Sauer Location
- Naples, FL, US
Charles Sauer Work
- Wealth Planner @ (January 2025 - Present)
- Investment Specialist @ Vertia Wealth Advisory Group (May 2024 - February 2025)
- Analyst @ Edwards Asset Management LLC (July 2019 - May 2024)
- Vice President, Director of Internal Sales @ (May 2017 - January 2019)
- Vice President, Regional Sales Director @ (June 2015 - May 2017)
- Financial Consultant @ CB Capital Investment Group (July 2013 - June 2015)
- Financial Advisor @ (January 2012 - April 2013)
- Financial Advisor @ (March 2008 - May 2011)
Charles Sauer Education
- Purdue University
Bachelor of Science (BS) (Financial Counseling and Planning)
2001-2006 - Trinity High School
Charles Sauer Summary
- Charles Sauer, based in Naples, FL, US, is currently a Wealth Planner at Edwards Asset Management. Charles Sauer brings experience from previous roles at Vertia Wealth Advisory Group, Edwards Asset Management LLC, Capital Wealth Planning, LLC and Capital Wealth Planning Investment Advisors, LLC. Charles Sauer holds a 2001 - 2006 Bachelor of Science (BS) in Financial Counseling and Planning @ Purdue University. Charles Sauer has 1 emails and 3 mobile phone numbers on RocketReach.
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