Charles R. Green is a current resident of Fort Worth. He received his Bachelor’s Degree in Business Administration from Lamar University and has been in the financial planning field for over 30 years. In 1986, he formed Green, Smith & Associates, which became Charles R. Green & Associates, Inc. in 1995.
He has presented seminars in Fort Worth and Dallas since 1985. Employees from Bell Helicopter, Lockheed Martin, Union Pacific Resources, Harris Methodist and All Saints Hospitals, Texas Instruments and many other companies have become clients.
As an independent financial advisor, Charles has developed a successful practice through careful attention to each client’s individual concerns. He is remarkably committed to servicing his clients. With the help of his staff, Charles regularly communicates with his clients and meets with many on a quarterly basis.
Charles attends at least four educational conferences per year on topics such as estate planning, investment management, and tax planning. He routinely receives invitational speaking engagements at Wealth Management Symposiums around the US where he advises other Financial Professionals on how to build/maintain successful advisory practices specifically focusing on client needs and education. Moreover, Charles is a member of the Academy of Preferred Financial Advisors, an exclusive Coaching Program for Top advisors around the country.
Charles R. Green & Associates Inc. aids the community by involvement organizations such as the Salvation Army, ACH Women’s Auxiliary, and The Recovery Council of Tarrant County. Charles also serves as a mentor within the mentorship program for student-athletes within Texas Wesleyan University.
In his spare time, Charles enjoys spending time with his wife and taking his grandchildren fishing, camping, horses and ranching, and anything outdoors.
Charles is an Investment Adviser Representative through SagePoint Financial, Inc.