Charles E. Boe, CFP®
Senior Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Charles Boe started his career as a Financial Advisor in 1980 with American Express Financial Advisors. In 1982, he was promoted to District Manager and held that position until 1994 when he joined Merrill Lynch in Crystal Lake as a Financial Advisor. In 2000, he joined Morgan Stanley Dean Witter in Crystal Lake until forming Boe & Hanlin Investment Management, LLC associated with Wells Fargo Advisors Financial Network in Woodstock in 2005.
Charles graduated from Western Illinois University in 1976 with a Bachelors of Business focused in Finance. He obtained his CFP® certification in 1987. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Charles currently holds the Series 3, 7, 24, 63 and 65 registrations and applicable insurance licenses. CA Insurance License Number 0H03652. Resident State IL
Charles was born and raised in Somonauk, Illinois and graduated from Somonauk High School in 1972. He moved to Woodstock in 1977 to start his family and career. Charles is married to Angela (Dahm), a retired elementary art teacher for District 47 in Crystal Lake. They have one daughter, Jacquelyn (Boe) Lawler (Husband Mike) and two grandchildren, Emily and Dylan Lawler.