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Charles E. Carrick, CFP®, ChFC

Charles E. Carrick, CFP®, ChFC

Partner/Investment Advisor Representative

Chuck Carrick is the partner responsible for DMJ Wealth Advisors, LLC. He brings over 20 years of financial planning experience to the firm. He believes in taking a very disciplined and structured approach to investment planning.

Many of our clients have done all the right things but they don’t have confidence in understanding if their plan will take them through retirement. In addition, they may have many other family planning goals that need to be addressed. Our responsibility is to assist our clients in developing a comprehensive approach to these issues. We want to ensure there is greater clarity in understanding where our clients are now and the barriers they might face in the future. The financial plan then drives the investment process.

Chuck and his wife Gina reside in Greensboro. Their son is married and resides in Raleigh.

MEMBERSHIPS

Graduate, Leadership North Carolina, Class X

Member, Greensboro Society of Financial Service Professionals (SFSP)

Member, Financial Planning Association (FPA)

CREDENTIALS AND COMMUNITY

CERTIFIED FINANCIAL PLANNING ®

Chartered Financial Consultant (ChFC)

NC Life and Accident License