Charles Buck is a Certified Financial Planner™ professional and principal of Buck Financial Advisors, LLC. His firm provides hourly, as-needed financial planning and advice to individuals and families from all income brackets and walks of life. There are no net worth or account minimums to become a client and, as a pure fee-only advisor, commissions are never accepted.

 

Charles has been involved in financial services for nearly fifteen years.  He has been interviewed by the Wall Street Journal, and quoted by Newsweek, Investment Advisor Magazine and Minneapolis Star Tribune.  Since 1990, he has served as trustee and advisor to private trusts. In addition, he has provided personal financial planning advice on a limited basis. With 35 years of corporate business experience, he brings first-hand knowledge of the complex corporate compensation structure to help you understand and maximize your company benefits.

 

Charles will work with you to determine your needs and priorities and help you translate them into strategies based on your values and objectives. He will help you move closer to your goals. “Our mission,” says Charles, “is ‘Helping You Determine Your Financial Future.’ I am dedicated to providing competent, objective advice and will help you make confident, informed decisions.”

Charles holds a B.S. degree in Engineering from Iowa State University and has completed graduate work in Business at Minnesota State University-Mankato and South Dakota State University.  In 2002, he enrolled in the Financial Planning Program offered through MSU-Mankato; he completed the program in May 2003.  After passing the rigorous Certified Financial Planner board examination in July 2003, he earned the right to use the CFP marks of distinction in October 2003.

Professional memberships include the Financial Planning Association and The Garret Planning Network. He also serves on the Financial Planning Certificate Program Advisory Council for the College of Business at Minnesota State University-Mankato. He serves as an adjunct instructor for MSU and UW-River Falls, where he teaches Fundamentals of Financial Planning and Retirement Planning.

To speak personally with Charles, call or e-mail for a complimentary no-obligation “Get Acquainted” meeting.