Charles P. Buck

Charles P. Buck

| CFP®

Buck Financial Advisors, LLC

Fee Only Financial Planner Located in Woodbury, MN and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

9733 Wellington Ridge
Woodbury, MN 55125

Charles Buck is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Buck Financial Advisors, LLC
Helping You Determine Your Financial Future

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. 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.

Areas of expertise are:

  • Retirement Planning
  • Strategy and Financial Plan Development
  • Investment Portfolio Design
  • Education Planning
  • Young Professionals Financial Planning
  • 401(k) and 403(b) Plan Advice
  • Employee Stock Options, (GESPP, ISO, and NQSO, Restricted Stock)
  • Estate Planning

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 is a member of the Financial Planning Certificate Program Advisory Council for the College of Business at Minnesota State University-Mankato, and also serves as an adjunct instructor for the Certificate Program.

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