Fitzgerald Charlier
President of Sherpa Financial Group at Sherpa Financial Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Indianapolis, Indiana, United States, IN
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Credentials
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Certified Financial Planner
Certified Financial Planner Board of StandardsSep, 2015- Sep, 2024
Experience
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Sherpa Financial Group
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United States
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Financial Services
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1 - 100 Employee
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President of Sherpa Financial Group
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2004 - Present
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Cambridge Investment Research, Inc.
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United States
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Financial Services
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700 & Above Employee
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Certified Financial Planner (TM) | Registered Representative
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Aug 2018 - Present
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Signator Investors, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner (TM) | Registered Representative
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May 2016 - Aug 2018
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Transamerica Financial Advisors, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner (TM) | Registered Representative
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2004 - 2016
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Certified Financial Planner (TM)
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1998 - 2004
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Mechanical Engineer
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1986 - 1998
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Education
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College for Financial Planning
CFP(R), Financial Planning -
Society of Certified Retirement Financial Advisors
CRFA, Retirement Specialist -
Indiana University–Purdue University Indianapolis
BSME, Mechanical Engineering
Community
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