Charles Palacios

Charles Palacios

CFP®, ChFC®, CLU®, APMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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Background and qualification information is available at FINRA's BrokerCheck website.

Invest in a Legacy of Happiness

Information overload could make planning for your financial future confusing and impersonal. I can provide the personal guidance you need to connect what matters most to your financial plan so you have the resources you need to make an impact.

Let’s talk. Email me your questions, give me a call or request a complimentary initial consultation.

Stop being hostage to uncertainty. Instead, have more confidence and plan to achieve your ultimate happiness through a relationship with a person who knows you.

Invest for more peace of mind

So, you want more peace of mind...the ability to enjoy experiences and to take care of your future needs as life happens. To do that, you may need to have a plan for what's next.

You know how important a solid plan is to your future happiness, so you have likely spent some time researching and planning. The problem is, your plan may have blind spots that you are unaware of. This can make you feel less confident that you've got everything covered.

I believe everyone deserves to have a person who knows them and can help them to connect a financial plan to their future needs and happiness.

My videos

11 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)