Jim Charles, CFA, CFP®, CDFA®

Jim Charles, CFA, CFP®, CDFA® - Founder and Managing Principal at Sanctuary Financial Planning

Sanctuary Financial Planning

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Jim Charles, CFA, CFP®, CDFA® Work

Founder and Managing Principal

@ Sanctuary Financial Planning

VP and Co-Head Institutional, North America

@ Dimensional Fund Advisors

Vice President

@ Dimensional Fund Advisors

Jim Charles, CFA, CFP®, CDFA® Education

Master of Science - MS in Personal Financial Planning

Georgia State University - J. Mack Robinson College of Business
Bachelor of Science - BS in Business Administration - Marketing

The Ohio State University Fisher College of Business

Jim Charles, CFA, CFP®, CDFA® Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does Jim Charles, CFA, CFP®, CDFA® work?

Jim Charles, CFA, CFP®, CDFA® currently works at Sanctuary Financial Planning as Jim Charles, CFA, CFP®, CDFA® - Founder and Managing Principal at Sanctuary Financial Planning.

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