Navigate your Finances
I’ve also been a financial manager, President of Cameron Station Credit Union and small-business owner
About
Charles H. Wilson
Building a Strong Foundation
Unless you’re a trust fund baby, income security doesn’t happen overnight. It takes consistent application, financial knowledge, and long-term planning.
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I offer strategies and advice from my 25 years as an investment broker to help you understand and navigate your finances.
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Whether you’re saving for a child’s or grandchild’s education, planning for retirement, or building wealth through investment
I can provide problem solving and expertise to help you avoid common pitfalls and achieve your goals. Faith-based organizations are welcome, as are individuals who don’t have easy access to a financial fiduciary.
Happy Clients
Projects
Hours Of Support
Hard Workers
Charles H. Wilson
President
Charles Wilson Honored by Marquis Who’s Who for Excellence in Community Service U.S. Air Force veteran Charles Wilson served as vice chair of the School Board for Alexandria City Public Schools
Caroline
Having worked with Charles, I can attest to his knowledge, business experience, and dedication to achieving the best financial outcomes for his clients. He offers advice that is in his clients’ best interest and is personable and professional. I would highly recommend him as a financial advisor
Charles H. Wilson
President
Charles Wilson Honored by Marquis Who’s Who for Excellence in Community Service U.S. Air Force veteran Charles Wilson served as vice chair of the School Board for Alexandria City Public Schools
FAQ
Frequently Asked Questions
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What are your qualifications?
Certified financial fiduciary. Master’s degree in business and finance. Thirty years’ experience as an investment broker. Extensively pursuing continuing financial education. Recognized by Who’s Who in Business and Finance.
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What’s your investment philosophy?
People should start saving and investing as soon as possible. They should learn about compounding interest and compounding debt. Where possible, insure your income while young. Plan for life-time guaranteed income with COLA (pension or equivalent). Create long-term care plan to protect accumulated assets. Diversify accounts (Long-term, short-term taxable and non-taxable holdings).
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How will our relationship work?
I will contact you when and how you want. I will provide financial literacy education for you and your family, especially the kids.
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What financial instruments do you use?
I work with cash, insurance, annuities, bonds, 529 college plans, mutual funds, and simplified employee pensions (SEPs).
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Are you a fiduciary?
Yes, and I’m duly certified.
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How do you get paid?
Commissions, and hourly fees for advice and/or referrals.
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Do you have a refund policy?
The plans I typically use have a cancellation clause and money-back provision.
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What are my all-in costs?
If I get a commission, I charge nothing to my clients. If clients want only advice, my normal rate is $135 per hour. Faith-based organizations, non-profits, and low-income families, I offer pro bono service.
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Do you work with organizations as well as individuals?
Yes. If there is a board of directors, I will ask for a consensus vote.
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Do you help people who can’t afford a financial advisor?
Yes. Most of my work is currently pro bono.
Contact
Contact Us
Our Address
6101 Edsall Rd. Suit 1611 Alexendria, VA 22304
Email Us
info@cwfinancialeducation.com
Call Us
(703) 587-8783