Retirement Plan Advisor
Charles Moran, CFP®, CRPS®
As a retirement plan advisor, Charles Moran serves a variety of constituents. He supports the firm’s wealth advisory team as a subject matter resource, is the main point of contact for the firm’s retirement plan clients and provides retirement plan participants with investment education by facilitating group meetings and one-on-one consultations.
Prior to coming to Buckingham Strategic Wealth, Charles worked at Edward Jones in retirement planning.
He is a graduate of Missouri State University with a bachelor’s degree in business. He completed his CERTIFIED FINANCIAL PLANNER™ professional certification in 2010 and is a Chartered Retirement Plan SpecialistSM.
Outside of work, Charles has been an active community volunteer since high school. Currently, he mentors teens as a longtime volunteer with Big Brothers and Big Sisters of Eastern Missouri.