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 6 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

Charles Auerbach Namesakes

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Position
Charles Auerbach
Manager, Legal Support
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