- Landline
- (270) 351-6038
- Fax
- (270) 351-6078
- Mobile
- (270) 477-4465
- [email protected]
- @FirstCommand
- profile.php?id=61567683911896
- Website
- advisor.firstcommand.com
Description
Charles York joined First Command Financial Services as a Financial Advisor in June 2024, following a 20-year career in the United States Army, where he attained the rank of Master Sergeant. Charles understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate of The University of Management and Technology with a bachelor's degree in Business Administration, Charles holds Series S6, S63, and S65 securities licenses plus life and health insurance licenses in KY, IN, GA, TX, MO, PA, AA, AE, AP. Understanding that the biggest obstacle to financial security for most people is their own behavior, Charles serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Charles will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Charles is a volunteer for Southeast Christian Church and The Honorable Order of Kentucky Colonels. In his free time, Charles enjoys spending time with family, weightlifting, and working on cars. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of "Coaching those who serve in their pursuit of financial security."
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Financial Consulting(270)351-6038 (270)-351-6038 +12703516038