| |
|
| Home | About Us | Advisors | Associates | BEA | Contact Us | |
|
Charles Auerbach CFP®, CLU, ChFC, EA Charles Auerbach is President and founder of Wealth Strategies Group, Inc. in Cordova, Tennessee, and a Registered Investment Advisor Representative with Advantage Investment Management in Cedar Rapids, IA. Charlie has more than 35 years experience in the financial field. After receiving a Bachelor of Science in Accounting at Brooklyn College in New York in 1971, he worked for the Internal Revenue Service in New York, New York until 1983. His IRS positions included Revenue Agent, Audit Reviewer, and Appellate Conference. In 1983, Charlie became the Due Diligence Officer at Morgan Keegan in Memphis, where he remained until 1994, when he co-founded Jaffe Auerbach Advisory Group and served as its Chief Operations Officer until 2001. With a vision of personalized, comprehensive and integrated financial service to a select clientele, Charlie founded Wealth Strategies Group, Inc. Charlie previously served as Financial Chairman and Past President of the Board of United Cerebral Palsy, Mid-South Chapter. He currently serves on the Professional Advisory Group of the Memphis Jewish Foundation. Charlie has also served as President of the Mid-South Chapter of the Financial Planning Association and of the Temple Israel Brotherhood. He and his wife Ellen have been married since 1971 and have two grown daughters, Penny (Stephen) and Cindy (John). They are the proud grandparents of Megan, Madeline, Noah and Allie |
 |
|
|
|
||
|
Ron Goldner Ron brings a very deep understanding for the Senior Market and their Boomer children. “After experiencing the events surrounding the passing of my mother and the impact it had on my 82 year old father and the rest of our family, I knew I wanted to be in a position to help others,” remarked Ron. That year he sold his successful advertising agency to study for his securities and insurance licenses and began to delve into the financial world. He immediately became an active member of The Memphis & Shelby County Council on Aging where he chaired the 2008 Senior Expo. Also, Ron is a member in good standing with the American Association of Long Term Care since 2007. “Ron has a real passion for helping his Senior clients. His dedication to understand their needs and finding solutions so they can succeed in their retirement years really shows,” says Charlie Auerbach. Ron has attained forty credit hours of continuing education concerning Medicare, Variable Annuities, LTC, and Communicating with Seniors. And currently, he has completed his studies at the College for Financial Planning to attain his CERTIFIED FINANCIAL PLANNER™ designation. |
 |
|
|
|
||
|
Carl Raff, CFP® |
 |
|
|
|
||
|
David Williams, CFP® David Williams has operated a consultancy to small- to mid- sized businesses and their executives since 2004. He is also affiliated with Wealth Strategies Group, Inc. and is a Registered Investment Advisory Representative with Advantage Investment Management, Inc. Prior to establishing his business consultancy, Dave was Director of Financial Planning for Regions Morgan Keegan Trust. Dave has been a financial planner dealing primarily with small business owners since 1981. He has developed special expertise in advanced estate and charitable planning, community property and Napoleonic law, employer stock option planning, and qualified plans. Dave has been a Certified Financial Planner™ Practitioner since 1985. He is Past-President and Chairman of the Board of the Financial Planning Association of the Mid-South. Dave is also a mentor with Memphis Institute for Leadership Education, a program associated with the Fogelman College of Business and Economics. |
 |
|
|
|