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Because of my passion to have a positive impact on the lives of people that I work with, I changed careers after 26 years in the institutional and wholesale, food and beverage industry. So in 2006 I obtained my insurance license and a year later my securities license and began my new career. After working for some time in the corporate financial world decided to open an independent firm in February of 2012 and founded Dedicated Financial Services.
Being independent for me is critical because my goal is to truly help people and not focus on the bottom line which large corporations tend to do. As an independent we do not have any quotas, no proprietary products and no reason to do anything except that which is best for our clients.
My staff and I look forward to the opportunity to serve you.
Achievements and Affiliations:
Accredited Wealth Management Advisor from the College of Financial Planning 2013
Lodi Chamber of Commerce
Current board member, Finance committee, Government Relations committee, Economic Development vison action team
University of the Pacific Non-profit board certification
Lodi Leadership Class of 2014
Faith Community Church of the Nazarene
Board of Directors (served 5 years through February 2018)
John Maxwell Leadership program Diploma 2017
Numerous leadership and service positions
Charles joined the Dedicated team in 2017 after serving our country for over a decade in the United States Army and later working as a defense contractor in Afghanistan. Charles graduated Summa Cum Laude from California State University East Bay with a bachelor’s degree in business administration concentrated in finance and a minor in history. His passion is helping young working families realize their dreams of buying a home, funding their children’s education, or securing their own financial future. Charles’ philosophy is simple: Plan First, Be Flexible. It is how he serves his clients who are often in the most dynamic financial period of their lives.