Charles Harper (CFP®, ChFC®, RICP®)
Charles Harper focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Federal Employees
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- Estate & Generational Planning Issues
- Federal Employees
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Military and Federal Employee Benefits
Business Owners
Stock Options, Restricted Stock Units and Employee Stock Purchase Plans
Tax Mitigation and Retirement Planning
Additional Information
I spent over 8 years working primarily with federal employees and veterans. I've helped hundreds of clients build and implement retirement plans. I started Harper Financial Planning LLC in an effort to provide better advice at a lower cost to more people. My goal is to take the work and worry out of planning. When I’m not meeting with clients or building financial plans, I’m either with family or outside. We have two little ones and dog (who counts as family). I enjoy scuba diving, swimming, running, cycling, mountain biking and playing music. My wife and I are active in our church community as well. I don’t get much time to sit and read, but I enjoy listening to audiobooks, especially by people who are the best at what they do in any field.NAPFA Start Date
February 24, 2025
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