Charles Thompson

CFP®, CTFA, CRPC®, CEBS, RPA

Parsec Financial

Senior Financial Advisor

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

828-255-0271 ext. 1898

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

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planningtrust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

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

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Charles Thompson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Trust and Financial Advisor (CTFA)
    Charles Thompson is a Certified Trust and Financial Advisor (CTFA)

    Certified Trust and Financial Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates. The CTFA credential is appropriate for professionals who have a career in banking, broking, financial planning, taxation or trust administration.

  • CRPC - Chartered Retirement Planning Counselor
    Charles Thompson is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • CEBS - Certified Employee Benefit Specialist®

    Charles Thompson is a Certified Employee Benefit Specialist® (​​CEBS)

    The program was established in 1976 by the International Foundation of Employee Benefit Plans and The Wharton School of the University of Pennsylvania. The program’s academic mission is to educate human resource professionals in the administration of health & welfare plans and retirement plans.

  • RPA - Retirement Plans Associate
    Charles Thompson is a Retirement Plans Associate (RPA)

    The Retirement Plans Associate (RPA) designation is an appropriate credential for financial professionals who work with defined contribution and defined benefit plans or are involved with the management of plan assets. To earn the designation a candidate must complete 3 courses that reflect the most current and relevant information needed to effectively design and manage retirement plans.

Contact Charles Thompson

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Office Locations:

  • 6 Wall Street
    Asheville, NC 28801

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