Charles Anderson

President and Chief Operating Officer

Charles Anderson is an experienced financial services professional with a combined 20 years in the financial services industry. He has held various leadership positions within a Fortune 500 retirement and financial services company with an emphasis on providing proactive consultative retirement solutions for employers sponsoring retirement plans for their employees including a wide range of retirement and investment products.

Among the many responsibilities, he led, organized, facilitated and executed on marketing campaigns and strategic planning processes of the retirement operations/administration division.

Charles has been a part of a movement designed with the purpose of helping individuals successfully identify and reach their personal retirement goals and dreams. After over 5 years of providing business consulting in the healthcare industry with emphasis on integrative medicine, his passion is to lead an organization that is purposed to help individuals and families take control of their health.