Chief Investment Officer, CFA®, CFP®
Charles B. Sachs
Email Address
[email protected]
Phone Number
+1 754 610 3994
Address
4531 Ponce de Leon STE 200, Coral Gables, FL 33146
As the Chief Investment Officer at Imperio Wealth, Charles focuses on using tax-aware strategies to help maximize family wealth creation. Charles’ extensive experience with some of the largest wealth management and boutique firms has helped him to understand the unique financial needs of high-net-worth and ultra-high-net-worth families. As a CERTIFIED FINANCIAL PLANNER® practitioner and Chartered Financial Analyst charterholder, Charles has served 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 the United Way and the University of Miami. Charles earned his Bachelor of Science in Professional Aeronautics from Embry Riddle University and a Master of Business Administration with honors from Florida International University. Charles started his career as a helicopter flight test crew member in the United States Marine Corps. He lives in Coral Gables, Florida, and enjoys fitness and outdoor activities.
About Charles B. Sachs
- CFP
- CFA
