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Charles Auerbach CFP®, CLU, ChFC, EA
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Charles Auerbach is President and co-founder of Wealth Strategies Group, Inc. in Cordova, Tennessee, and an Investment Advisor Associate with Wealth Strategies Advisory Group, Inc. Charlie has more than 30 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 shared vision of personalized, comprehensive financial service to a selective clientele, Charlie and his Partner, Steve Silver, co-founded Wealth Strategies Group, Inc. and Wealth Strategies Advisory Group, Inc. |  |
Charlie has special interest in business planning, strategic philanthropy, and values-based legacy planning.
Charlie presently serves as Development 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 and is a member of the Association of Fund Raising Professionals. Charlie has also served as Past President of the Mid-South Chapter of the Financial Planning Association and of the Temple Israel Brotherhood.
Charlie and his wife Ellen have been married since 1971 and have two grown daughters, Penny and Cindy. They are the proud grand-parents of Megan, Madeline, Noah and Allie.
Securities offered through National Planning Corporation (NPC), Member FINRA/SIPC. Wealth Strategies Group and NPC are separate and unrelated companies.
Advisory Services offered through Wealth Strategies Advisory Group (WSAG).