Charles F. Neal

Charles F. Neal

Financial Planner

Phone: 812-288-2021
Fax: 502-473-1721
E-mail:

Charles is the Founder and Chief Executive Officer of CFN Wealth Management, LLC, which was founded on the principles of delivering customized financial solutions designed to help clients realize their goals and live their dreams.  In his role, he oversees every facet of the firm’s daily operations; most importantly including financial, estate and insurance planning services to the firm’s clients across the nation.

Prior to founding CFN, Charles was a Supervisory Principal and Registered Representative for two of the largest firms on Wall Street.  While employed at each firm, he was responsible for his team members and for delivering wealth management services for high net worth clients across the country.

Today, as the leader of CFN, Charles is a practicing wealth advisor with more than 10 years of experience. Charles has broad-based experience in financial and insurance planning, with a particular focus on retirement and estate planning. Charles has lectured fellow professionals and inspiring students, as well as serving as the financial expert in the development of popular brand of computer software.

Charles's expertise is widely recognized in the media.  Currently, his weekly Opinion’s column appears in numerous newspapers across the country.  He is also the author of a financial column appearing monthly in a popular magazine focusing on family affairs.  He holds a Bachelor’s Degree in Economics from Eastern Kentucky University, where he now serves as Chapter President and board member of the University’s National Alumni Association.  Charles is also very involved in other community charitable foundations - including serving as a mentor for the YMCA Youth Program and Asset Building Coalition.  Charles also holds a Master’s Degree in Business Administration with a focus in Finance from the University of Wisconsin – Whitewater School of Business and holds the FINRA Series 7, 24 and 66 professional licenses.  Charles is originally from Harlan, KY and now resides in Jeffersonville, IN.

Securities and Advisory Services offered through Private Client Services, LLC,. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and CFN Wealth Management are unaffiliated entities