Charles "Al" Cockrell
Entrusting me with the opportunity to advise you and your family is not something I take lightly. I want to assure you that when you decide to work with me, you'll be getting decades of experience and a wealth of knowledge acquired through rigorous financial planning, investment and insurance education. It's been my experience that a sound education and advanced training are the keys to being a leader in financial planning and insurance solutions. Being a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, I have passed many intense exams including: the Series 7 General Securities Representative Exam, Series 31 Managed Futures Funds Exam, Uniform Securities State Law Exam (Series 63), and the Uniform Investment Adviser Law Exam (Series 65). I also hold an Insurance License issued by the State of Florida for Life, Health and Variable Annuities.
You can also find more information on my certifications and licenses on the Financial Industry Regulatory Authority (FINRA) Broker Check website.
My goal while working with you is complete transparency. You should know me just as well as I know you. It's the relationship we forge together that will help lead you and your family to financial independence and joy.
With a background in both financial planning and insurance, I am able to offer you a wide array of services to suit your needs. My services are listed below, but if there's something you need that isn't listed below, please give me a call at 352-225-3132 or email firstname.lastname@example.org.
My services include, but are not limited to:
Estate Planning and Funding of Trusts
- Retirement Solutions (Accumulation and Distribution, via 401(k), SEP, IRA, Simple IRA, Roth IRA)
- Investment Services (Stocks, Bonds, Mutual Funds)
- Asset and Income Protection
- Wealth Management
- Insurance Solutions (Life, Variable & Fixed Annuities)
- Education Funding (529 Plans)
For years I've been dedicated to helping others plan their futures through intelligent investment advice, proper financial planning and insurance recommendations. There's a real sense of accomplishment that comes with lending a helping hand to others, and I take that to heart every day of my life in serving my community.
I am the past President of the Sunrise Rotary Club of Gainesville, Florida where together with my fellow members, we work to conquer hunger, improve the health and sanitation of our community, support education and job training, and so much more. As we say in Rotary, "Service Above Self."
I also serve on the Board of Directors for the St. Francis House Homeless Shelter currently as Treasurer, but also previously as the President and Vice President.
My wife Nancy and I are also active supporters of the Climb For Cancer Foundation in Gainesville, Florida, helping to raise money to fund cancer research. In January 2006, we both climbed Mount Kilimanjaro as a fundraiser to support the foundation.
Service is a key part of my success in life. Through the helping of others, I've been able to maintain a positive outlook on life, and that has become a chief element in helping to plan sound futures for all of my clients.