Jim Charles, CFA, CFP®, CDFA®

Charlotte, NC, US

Jim Charles, CFA, CFP®, CDFA® Work

Founder and Managing Principal @ Sanctuary Financial Planning

Present

VP and Co-Head Institutional, North America @ Dimensional Fund Advisors

Present

Vice President @ Dimensional Fund Advisors

Present

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® Skills

Strategy

Start-ups

Business Strategy

Marketing

Business Development

Leadership

Innovation

Product Management

Strategic Planning

Entrepreneurship

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

What is Jim Charles, CFA, CFP®, CDFA®'s email address?

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

Jim Charles, CFA, CFP®, CDFA®'s current employer information is not specified in detail here. You might find more information in the "Work Experience" section.

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

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

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

Jim Charles, CFA, CFP®, CDFA® Email Addresses:

Work: j********@sanctuaryfp.com

Jim Charles, CFA, CFP®, CDFA® Phone Numbers:

+1 123-456-7890

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