Overview
Charles Sachs provides financial planning and investment management to clients, using a long-term consultative approach to achieve financial goals. He is the Chief Investment Officer of Kaufman Rossin Wealth, LLC.
Throughout his career, Charles has advised high net worth families, helping them with investment, retirement, estate, and charitable giving. He has worked with some of the largest wealth management firms, and with highly respected boutique firms. At Kaufman Rossin Wealth he plays a key role in designing and implementing portfolios for clients.
Charles is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Analyst charterholder. He has served as a leader for top professional organizations, including the Estate Planning Council of Miami, The National Association of Estate Planners & Councils, and the Financial Planning Association. He is currently a Certified Financial Planner Board Ambassador. His community involvement has included membership in professional advisory committees for United Way, University of Miami, and Greater Miami Jewish Federation.
Charles earned his BS in Professional Aeronautics from Embry Riddle University, and his MBA in Finance from Florida International University. He started his career serving in the United State Marine Corps where he was a helicopter flight test crew member.
Note: Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Education
Master of Business Administration, Finance, Florida International University
Bachelor of Science, Professional Aeronautics, Embry Riddle University
Industries
- Investments
