Charlene is a Retirement Income Certified Professional® (RICP®) with 25 years of experience in the financial services industry. She specializes in developing Retirement Income strategies, executive benefits and life insurance protection planning.

As a financial advisor, Charlene helps grow, preserve, protect and distribute clients’ assets in accordance with their goals and objectives. She strives to understand her clients’ financial goals, instill confidence, and provide solutions to fit even the most unique financial demands.

Charlene resides in Miami, FL with her husband, Fernando and 2 kids. She loves to travel and spends most weekends on the ocean in Key Largo with friends and family.