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Charles C
Series 63, Series 66
Albuquerque, NM
Simplicity wealth
Charles Cumber Jr. is a financial advisor with Simplicity Wealth, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Simplicity Wealth in 2025, he worked at Union Capital Company for seven years and held positions at several firms including Wells Fargo Advisors. Outside of his advisory role, he is involved with Empowered Wealth Management, focusing on index annuities and life insurance. Simplicity Wealth serves a diverse client base ranging from individuals to institutional investors and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, while providing advisory services and technology solutions such as a managed account platform and private-label asset management software.
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