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Charles E
CFP®, Series 63, Series 65
Temecula, CA
Nepsis, Inc.
Charles Etzweiler is a CFP® with 27 years of industry experience and is currently with Nepsis, Inc., where he has worked since 2012 with a brief interval at Thrivent Financial and Thrivent Investment Management. He serves as a board member for Equipping Pastors International, an organization that trains pastors in foreign countries. Nepsis, Inc. serves individual and high-net-worth clients, retirement accounts, charities, and businesses, providing discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm also offers research and educational products to other financial advisors, utilizing a wrap-fee investment management approach with ongoing supervision and regular reporting.
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