Back to top

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Kaufman, Rossin & Co. 7 months, 2 weeks Mar 2019 - Present
Kaufman Rossin Wealth, LLC 7 months, 2 weeks Mar 2019 - Present
Bank of New York Mellon 2 years Jan 2017 - Jan 2019
Creative Planning 6 months Jun 2016 - Dec 2016
Gupta Wealth Management, LLC 2 months Apr 2016 - Jun 2016
Private Wealth Counsel, Inc. 4 years Dec 2012 - Dec 2016
Unemployed/Travel 11 months Dec 2011 - Nov 2012
Evensky & Katz Inc. 4 years, 1 month Nov 2007 - Dec 2011

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Enrolled Agents
    Membership
    National Association of Enrolled Agents
    The National Association of Enrolled Agents (NAEA) is comprised of over 11,000 independent, licensed tax professionals. NAEA is dedicated to helping its members maintain the highest level of knowledge, skills and professionalism in all areas of taxation, so that members may most effectively represent the needs of their clients.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Charles Sachs

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Where can I compare fees charged for my IRA accounts like you show for the 401s?
Judith: There is not a tool such as this to see the fees your account may be subjected do so the best thing to do is to contact the company and/or advisor and ask them to detail any and all fees in writing. I hope this helps....  (more)
Answered Mar 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jul 10, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on July 11, 2019
      • $15.3
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 0
        number of clients
      • $0
        Estimated Average Account Balance Per Client

    Private Wealth Counsel, Inc.

    Last updated on March 28, 2016
      • $3.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 41
        Accounts
      • $87.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements