Charles Cumber

Charles has served in the financial services industry since 1995, working for many of the big names in the industry before becoming independent in 2018. It was then that he opened the doors to Elite Financial Planning Services out of a desire to be able to better serve his clients by offering a broader range of options. Charles enjoys working with his client family to determine their financial concerns and help provide potential solutions for them, both now and for the future. He enjoys the opportunity to educate and help people fully understand the options available so they feel more comfortable about the decisions they are making. Seeing the satisfaction on a client’s face knowing that their objectives have been met and they’re on track to meeting their goals is what keeps him going every day. He is an Investment Advisor Representative, holds Series 6, 7, 63 and 66 securities registrations, and is life and health insurance licensed. Charles is an avid fisherman, and getting a hook wet is his favorite way to relax. A doting uncle, he loves spending time with his niece and nephew and being involved with their sports activities. He also enjoys traveling – cruises in particular – and attending NFL games whenever possible, especially if he can catch his Broncos live.