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Charles S
CFP®
Coral Gables, FL
Mariner Independent
Charles Sachs is a CFP® with 16 years of industry experience based in Coral Gables, FL. He currently works with Mariner Independent and Mariner Platform Solutions, having previously held roles at Kaufman Rossin Wealth, Kaufman, Rossin & Co., Bank of New York Mellon, Creative Planning, and Private Wealth Counsel. Outside his advisory work, he is involved with Imperio Wealth, providing investment services through Mariner's platform. Mariner Independent serves a diverse client base including high-net-worth individuals, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of over 100 advisers, leveraging both proprietary and third-party investment resources.
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