Charles B. Prothro in

Charles B. Prothro

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Partner, Chief Planning and Risk Officer at Sparks Financial
📍 Dallas-Fort Worth Metroplex, United States

Charles B. Prothro is a Partner and Chief Planning and Risk Officer at Sparks Financial, with a career in wealth management dating back to 1982. A graduate with Honors from Wake Forest University, he holds multiple advanced designations, including CFP® and AEP®, specializing in comprehensive financial strategies for affluent clients.

He has been recognized as a "Forum Qualifier," a distinction that places him among the top 1% of financial advisors in the United States.

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Experience
44 Years
Current Role
Partner, Chief Planning and Risk Officer
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Charles cares about

Multigenerational Wealth
He focuses on building financial strategies that navigate the different goals and priorities of multiple family generations, ensuring a lasting legacy.
Resilient Retirement
Emphasizes flexible, stress-tested retirement planning, utilizing sophisticated Monte Carlo simulations to prepare clients for thousands of potential scenarios.
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Career

Work history

8-2025
Partner, Chief Planning and Risk Officer
Sparks Financial
1-2024
Private Wealth Advisor
Sparks Financial
1-1982
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
1976 - 1980
Bachelor of Arts (B.A.)
Wake Forest University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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