Charles Bennett Sachs, CFP®
As a CFP® professional, Charles Bennett Sachs's passion is to help families spend less time worrying about their finances and more time enjoying their lives. Charles caters to the needs of affluent and ultra-affluent clients, their families and businesses as part of a long-term consultative approach to help them achieve their investment, financial planning and charitable goals.
Charles is President Elect of the Estate Planning Council of Greater Miami, President of the Financial Planning Association of Miami and a Professional Advisory Council member of the United Way and University of Miami.
Charles has addressed many organizations and has been quoted in many publications with regard to wealth management and charitable giving strategies.