Jim Charles, CFA, CFP®, CDFA®

Jim Charles, CFA, CFP®, CDFA® - Founder and Managing Principal at Sanctuary Financial Planning

Sanctuary Financial Planning

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Jim Charles, CFA, CFP®, CDFA® Work

Founder and Managing Principal

@ Sanctuary Financial Planning

VP and Co-Head Institutional, North America

@ Dimensional Fund Advisors

Vice President

@ Dimensional Fund Advisors

Jim Charles, CFA, CFP®, CDFA® Education

Master of Science - MS in Personal Financial Planning

Georgia State University - J. Mack Robinson College of Business
Bachelor of Science - BS in Business Administration - Marketing

The Ohio State University Fisher College of Business

Jim Charles, CFA, CFP®, CDFA® Contact Information

Work email ●●●●●●●●@company.com Unlock

Personal email ●●●●●●●●@gmail.com Unlock

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Frequently Asked Questions about Jim Charles, CFA, CFP®, CDFA®

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What company does Jim Charles, CFA, CFP®, CDFA® work for?

Jim Charles, CFA, CFP®, CDFA® currently works at Sanctuary Financial Planning.

What industry does Jim Charles, CFA, CFP®, CDFA® work in?

Jim Charles, CFA, CFP®, CDFA®'s primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Jim Charles, CFA, CFP®, CDFA® located?

Jim Charles, CFA, CFP®, CDFA® is based in or around Charlotte, NC, US.

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