My Background

CHARLES PASCU CFP® assists families and individuals in the areas of investment advisory services1, life and long term care insurance, and annuities2.  He is experienced in investment advisory services, working directly with a dedicated team through Eagle Strategies LLC for his advisory clients.  From the time of obtaining his FINRA Series 7 securities license in 1994, Charles has seen clients through a broad range of market environments.  Because no two clients are alike, Charles takes the time to make sure their personal objectives are addressed. 

To that end, Charles is able to help between 50 and 75 investment advisory clients at a given time.  This helps to ensure that his advisory services are specifically tailored to each individual client, whether it is a client who has amassed substantial wealth or those who are in the process of accumulating such wealth.

Charles was born in Akron, Ohio and moved to the Phoenix area in 1987.  He attended Arizona State University and graduated in 1993 with a Bachelor of Science in Business Administration, with emphasis in Human Resources Management. 

PROFESSIONAL AFFILIATIONS
Certified Financial Planner PractitionerTM designation
Member, Million Dollar Round Table3 for 2007, 2008, 2010, 2011, 2012, 2014 and 2015.

CREDENTIALS AND ACHIEVEMENTS
-FINRA Series 7, 63, and 65 FINRA Securities Licensed

-Certified in Long Term Care (CLTC) desination
-Competent Toastmaster and Competent Leader (Toastmasters International)

OTHER ACTIVITIES
First and foremost, Charles enjoys spending time with his wife Carrie and children Tanner, Brandon and Ava. Charles also enjoys training for mud runs and attends church at Highlands in Scottsdale.

Neither Eagle Strategies LLC, New York life Insurance Company, nor any of their representatives provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
1Investment advisory services are offered through Eagle Strategies LLC, a Registered Investment Adviser and a subsidiary of New York Life Insurance Company.
2Annuities are issued by New York Life Insurance Company or New York Life Insurance and Annuity Corporation, a subsidiary of New York Life Insurance Company.
3Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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