Charles Thompson

CFP®, CTFA, CRPC®, CEBS, RPA

Parsec Financial

Senior Financial Advisor

Contact Me

Charles Thompson

CFP®, CTFA, CRPC®, CEBS, RPA

Parsec Financial

Senior Financial Advisor

I always give my clients my undivided attention in order to deliver customized, unbiased financial advice that best suits their immediate needs while also helping them achieve their long-term goals. - Charles Thompson, CFP®, CTFA, CRPC®, CEBS, RPA

Contact Me

828-255-0271 ext. 1898

Website

Independent, Fee-Only Financial Advisor Located in Asheville, NC and Serving Clients Nationwide

Meet Charles Thompson

In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Charles Thompson has earned the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association, the Certified Employee Benefits Specialist (CEBS) and Retirement Plans Associate (RPA) designations from the Wharton School/Int’l Foundation for Employee Benefit Plans, and the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning. Charles holds a Bachelor of Science degree in Business Administration at the University of North Carolina at Chapel Hill, where he was a recipient of the prestigious Morehead-Cain scholarship. Prior to joining Parsec in 2018, he managed retirement plan administration and participant education for large corporate and non-profit clients. His career began as an investment advisor with a regional bank brokerage. An avid adventurer and world traveler, Charles settled in Asheville in 2008 and married his wonderful wife Lindsay. He spends his free time exploring the mountains of WNC with his wife and daughters or planning their next big adventure.

Charles Thompson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

Contact Charles Thompson

828-255-0271

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Office Locations:

  • 6 Wall Street
    Asheville, NC 28801

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