Charles Sims Jr CFP

(901) 682-2410 | Website
855 Ridge Lake Blvd, Memphis, TN 38120 | Directions
Hours: Mon-Thu:8:00 am - 5:00 pm/Fri:8:00 am - 4:00 pm/Sat, Sun:open 24 hours/

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About Charles Sims Jr CFP

As a Certified Financial Planner and active member of my community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the: CFP and LUTCF Designations.

 My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I will consider your specific financial goals and investment objectives.

 Working together, we'll formulate a strategy to help you achieve your goals. Then I'll recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me.

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