Charles Sauer Email & Phone Number
Wealth Planner @ Edwards Asset Management
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Charles Sauer Location
- Naples, FL, US
Charles Sauer Work
- 2025 -now Wealth Planner @
- 2024 -2025 Investment Specialist @ Vertia Wealth Advisory Group
- 2019 -2024 Analyst @ Edwards Asset Management LLC
- 2017 -2019 Vice President, Director of Internal Sales @
- 2015 -2017 Vice President, Regional Sales Director @
- 2013 -2015 Financial Consultant @ CB Capital Investment Group
- 2012 -2013 Financial Advisor @
- 2008 -2011 Financial Advisor @
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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