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Our financial advice team


Charles Savidge Ameriprise Financial Advisor

Charles Savidge

CFP®, MBA

Private Wealth Advisor

Savidge and Associates
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Women's Financial Strategies

Interests

  • I enjoy playing adult recreational league softball and going on weekend hikes with my wife, Jeanette.
  • I am a strong proponent of alternative energy and recycling.

Community participation

Savidge and Associates participate yearly in the Ameriprise National Day of Service. In 2019, they volunteered their time at the Central NC Food Bank in Raleigh, where they helped bag and sort donated food in the warehouse that will be delivered to local food pantries. Additionally, we participate as a drop off point for the U.S. Marine Corps' Toys for Tots Program.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA, Western New England College, General 1996
  • B.S., Embry-Riddle Aeronautical University, Aeronautical Engineering 1992
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