Charles Wartsbaugh, Financial Advisor located in Victoria, TX

Financial Advisor
Charles Wartsbaugh

CFP®
106 S William Street, Victoria, TX 77901opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances
  • Farmers and Ranchers
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Cycling
  • Vintage Cars
  • Sports Enthusiast

Team Members

  • Crystal Martinez
    Registered Branch Associate
  • Kathy Lee
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(361) 578-2496

Fax

(877) 479-6158

Office Address

106 S William Street
Victoria, TX 77901opens in a new window

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