Kevin Charter, Financial Advisor located in Mt Shasta, CA

Financial Advisor
Kevin A Charter

CFP®, ChFC®, RICP®, AFFP®
414 N Mt Shasta Blvd, Mt Shasta, CA 96067opens in a new window
New Client Waitlist
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Farmers and Ranchers

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • AFFP®

    Agriculture Focused Financial Planning™

Personal Interests

  • Spending Time with Family
  • Farming
  • Rugby
  • Horseback Riding
  • Reading

Team Members

  • Karen Bates
    Sr. Branch Office Administrator
  • Kelley Wehman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(530) 926-5711

Fax

(866) 551-9706

Office Address

414 N Mt Shasta Blvd
Mt Shasta, CA 96067opens in a new window

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