Charles Kedra, CFP, CEPA, AIF
Professional ExitMap Planner / Featured
Wealth Advisor, FPA Wealth Management ➤
As a CFP® and CEPA®, Chuck Kedra has been helping successful families and businesses achieve their financial goals for 30 years. Chuck has had a diverse career in the financial services marketplace. Chuck joined FPA Wealth Management as a senior wealth advisor and director of exit planning services. This move was designed to achieve greater independence and access to resources to better serve the unique needs of his clients.
FPA Wealth Management has built a goal-driven and planning-focused model for helping clients. This model emphasizes the delivery of objective advice. This goal-driven approach allows us to give advice that extends beyond investments and financial markets. We serve as financial planners and problem solvers. We focus on the big picture not the daily headlines. Building a diversified investment portfolio is easy. Building a financial plan that asks the right questions and listens to the answers is tough. Pulling everything together to create a customized strategic plan is even tougher.
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- Listing ID: 5992
- Professional Class: Exit Planner, Financial Planner, Wealth Advisor