Achieving

goals

Developing Innovative Strategies

We strive to help people live their ideal life; giving them greater clarity, confidence and certainty about their future.

 

How we Can Help You

services

Comprehensive financial planning involving a detailed review and analysis of all facets of your financial situation. Areas of planning include cash flow analysis, retirement planning, risk management, investment management, tax management, estate planning, and much more.

client profile

Our typical clients are persons looking for a trusted relationship with a financial professional to help them pursue their financial goals. Our ideal clients have a desire to grow or preserve their wealth.

your team

We established a strategic alliance with a team of qualified and experienced professionals who help people make smart choices about their money to get their "financial house" in order.  Together we create a plan that strives to meet your specific goals.

Consulting

We have the experience and expertise to strategize with businesses and non-profit organizations through financial consulting services. 

ABOUT ME

Chuck is the founding principle of an independent financial services firm based in Tampa, Florida. He desires to help people live their values, achieve their goals, and have their ideal lives. Chuck is inspired to impact the lives of others through the Values-Based Financial Planning process.

With over 20 years of experience in the financial services industry, he has provided a holistic approach to various clients developing and implementing their financial plans through investment management, estate planning, employee benefits, and insurance planning. 

 

Chuck received his Bachelor of Science degree from the University of South Florida. He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds several licenses in multiple states, including:

  • Series 7 - General Securities Representative

  • Series 66 - Investment Advisor Representative

  • Life, Health, Variable Insurance Representative 

 

He currently lives in South Tampa with his wife Sarah, daughters Grace and Lily, and their English Bulldog "Jo-Jo."

Lang Resized for Web-42.jpg

Chuck Shanberg, cfp®

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Chuck Shanberg, CFP® and JWC/ JWCA are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.