Charles Sharman, CFP

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER®, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

I was born and raised in Vero Beach, Florida and have been an active member of the local Brevard County community since 2010. My wife, Heather, and I live in Melbourne, with our sons Bradyn and Braxton. Away from the office, I also enjoy golfing and supporting our sons' various interests.

I graduated from Eastern Florida State College with a degree in Organizational Management with a focus on Financial Management. I have worked for Wells Fargo since 2008 in various roles including Premier Banker and Financial Advisor. As a Financial Advisor with Wells Fargo Advisors, I take pride in working for a firm that puts you first.

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.