Charles K. in

Charles K.

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Agency Owner at World Financial Group (WFG)
📍 Greater Phoenix Area, United States

Charles K. is a U. S. Air Force veteran and the Agency Owner at World Financial Group. He leverages his experience from Vanguard to specialize in wealth management, income protection, and retirement planning. He holds certifications in life, health, and variable annuities, focusing on building financial legacies for families.

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Experience
6 Years
Current Role
Agency Owner
Job Level
Junior
Location
Greater Phoenix Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Charles cares about

Income Protection
His professional specialty is providing cost-effective income protection plans with living benefits to help families build financial legacies and retirement plans.
Veteran Advocacy
As a USAF veteran, he actively supports the veteran community through his role as a Veteran Outreach Coordinator at the WhoIAmFoundation.
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Career

Work history

8-2025
Agency Owner
World Financial Group (WFG)
10-2020
Contractor - Retail Investor Group
Vanguard
3-2020
Investor
Vanguard
9-2020
Veteran Outreach Coordinator
WhoIAmFoundation
8-2020
Director Of Recruiting
Phoenix Life Saving Network
In the press

Media appearances

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Education
Education details unavailable
Arizona State University
Social presence
in
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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