Charles M. Shackelford offers financial services and investment products, including portfolio management, mutual funds, tax-free municipal bonds, life insurance and annuities. He is a licensed life and disability insurance agent, California License No. 0647404.
Charles follows the time honored principles of quality, consistency and diversification. He adheres to modern investment theory, which is based on asset allocation. His clients benefit from an optimal strategy of diversifying their portfolios across a variety of asset classes in a manner that reduces risk and volatility, while increasing return.
time honored principles
of quality, consistency
He is the past author of the financial newsletter for the San Diego State University Retirement Association, and past chairman of the Estate Planning Committee for the Scripps Clinic and Research Foundation.
His conservative philosophy and experience in investments, tax, insurance matters and estate planning combine to offer clients sound, professional advice.
For a free consultation regarding investments, life insurance or tax planning, please call (619) 291-2000 for time and location. Meetings are also available in the convenience of your own home or place of business.