Charles Auerbach

Charles Auerbach: Email & Phone Number

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President at Wealth Strategies Group Inc.|Shelby County, Tennessee, United States

Position:

President at Wealth Strategies Group Inc.

Location:

Shelby County, Tennessee, United States

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Last updated: 2024-12-26
Updated: 2024-12-26

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Work Experience 54 years

President at Wealth Strategies Group Inc.

Sep 2001 - Current

Founder, CFP® at Wealth Strategies Group Inc.

Sep 2001 - Current

Founding Director at Business Enhancement Associates, LLC

Jul 2004 - Current

CERTIFIED FINANCIAL PLANNER™ at LPL Financial

Aug 2012 - Oct 2019

Founding Partner, Chief Operations Manager at Jaffe Auerbach

Jan 1994 - Jan 2001

Financial Advisor at Kelman Lazarov

Jan 1989 - Jan 1994

Due Diligence Officer at Morgan Keegan

Jan 1983 - Jan 1989

Revenue Agent, Audit Reviewer, Appellate Conferee at Internal Revenue Service

Jan 1972 - Jan 1983

Charles Auerbach started working in 1972, then the employee has changed 6 companies and 7 jobs. On average, Charles Auerbach works for one company for 13 years 5 months.

Their professional focus is 401k, Asset Management, and Business Continuity Planning across 3 core areas.

Education

Bachelor of Science (B.S.) at City University of New York-Brooklyn College

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SignalHire found a verified phone number for Charles Auerbach: +1-***-***-8862.

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What is Charles Auerbach's professional background?

Charles Auerbach has 54 years of professional experience. They have held roles including Founder, CFP®, Founding Director, and CERTIFIED FINANCIAL PLANNER™ at companies such as Wealth Strategies Group Inc., Business Enhancement Associates, LLC, and LPL Financial. Their education includes Bachelor of Science (B.S.) from City University of New York-Brooklyn College.

Is Charles Auerbach's contact information up to date?

Yes. Charles Auerbach's SignalHire profile was last updated on 26 December 2024, reflecting their current position as President at Wealth Strategies Group Inc..

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