Charles holds the following personal licenses and certifications:
  
Certifications: Licenses:
 
Certified Financial Planner™ (CFP)
 Certified Public Accountant - Virginia
Personal Financial Specialist (PFS)
 Registered Investment Advisor Representative - Virginia
Certified Specialist in Estate Planning® (CSEP)
 Licensed in Life & Health Insurance in Virginia
 
Certified Public Accountant (CPA)
Charles received his Bachelors Degree in Accounting from Virginia Tech
and his Masters Degree in Business from Radford University.
eFAACT Cerfified Advisor
Certified QuickBooks Enterprise Solutions ProAdvisor:
Certified QuickBooks Pro Advisor:
In addition to his business activities, Charles also is an Instructor for the Virginia Society of CPA's ethics course given to other CPA's and is an adjunct faculty member of the Community College Workforce Alliance.
 
  The following describe the certfications and licenses:
  
 
Certified Financial Planner™:
Certified eFAACT Advisor:
The CERTIFIED FINANCIAL PLANNER™ is a financial planning credential awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.
Certified eFAACT Advisors are experts who have been tested and certified on eFAACT. Certified eFAACT Advisors help businesses implement eFAACT to support their government contracts, and help them get the most out of the software. An eFAACT Advisor is also a great resource when reviewing eFAACT results. There are only approximately 1 Dozen Certified eFAACT Advisors in the U.S.
Personal Financial Specialist:
Certified QuickBooks Enterprise Solutions ProAdvisor:
A Certified Public Accountant who also offers financial planning services. Personal Financial Specialists must complete an exam, have at least three years of financial planning experience, and submit recommendations before certification. The PFS credential is a financial planning designation awarded by the American Institute of Certified Public Accountants (AICPA).
Accounting professionals who are already familiar with QuickBooks financial software, and plan to provide on-site QuickBooks Enterprise Solutions set-up or training services to their clients. In order to become a Certified QuickBooks Enterprise Solutions ProAdvisor, you must first become a Certified QuickBooks ProAdvisor.
Certified Specialist in Estate Planning®:
 QuickBooks Pro Advisor:
The Certified Specialist in Estate Planning® (CSEP) program consists of a curriculum of core and elective courses specifically designed to enhance and expand the knowledge of estate planning.
Certified QuickBooks ProAdvisors are typically CPAs, accountants, small business advisors or consultants who have been tested and certified on QuickBooks. ProAdvisors help businesses customize QuickBooks for their unique needs and help them get the most out of the software.
Certified Public Accountant:
The CPA designation is awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.