Advisor profile


My approach

Charles Pinigis - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Charles Pinigis - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • I am an Accredited Asset Management Specialist.
  • Series 4, 7, 9/10, 31, 63, 65 Licensed
  • Licensed Long Term Care Insurance Agent
  • Licensed Accident, Sickness, Life and Variable Products Agent

Education

  • Bachelor of Science, 1989, United States Military Academy at West Point, NY.
  • Heritage High School, 1981 - 1985

Interests

  • I am a Desert Storm Veteran and served in the 1st Inf. Div.
  • I have run 6 marathons and a double marathon in Virginia.
  • I am a member of Hebron Baptist Church in Dacula.
  • I enjoy camping, running and Pittsburgh Steelers Football.

Community participation

My wife and I support the following non-profit organizations:

  • Susan G. Komen Race for the Cure.
  • Alzheimer's Disease and Related Disorders Association
  • Feeding America
  • Global Impact
  • NAMI (National Association of Mental Illnesses) Gwinnett
  • North Gwinnett Co-Op Food Bank

Awards & recognition

  • Circle of Success, 2008, 2010, 2012, 2013
  • Five Star Wealth Manager, 2012, 2014-2016, 2020

Previous experience

  • Financial Advisor, Olde Discount Stockbrokers, 1993 - 1999
  • Financial Consultant, Merrill Lynch, 1992 - 1993
  • United States Army, First Infantry Division, First Lieutenant, 1989-1992