Charles Sherry
Charles Sherry is the Owner and Founder of Financial Jumble where he works with financial advisors, financial institutions, and investment firms in providing content that educates, informs, and reassures clients. With over 25 years of industry experience, Charles has the credentials to offer unbiased and compelling insights that keep advisors positioned in front of clients. He dives deep into financial topics and skillfully leverages resources to improve client experience. Since 2011, he has worked with financial advisors in providing tools that bolster client engagement, attract prospects, and save time and money. Charles combines a strong theoretical knowledge with the practical experience gained through an impressive portfolio of market commentaries and white papers. In addition to his work with financial advisors, Charles is a regular contributor to Horsesmouth, delivering webinars and writing white papers on timely issues that affect advisors and their clients. He is a regular guest on Advisor Radio and author of Advisor Talking Points. Charles has assisted firms that include Janus Capital, BMO Capital Markets, and Invesco.
Charles Sherry Professional Experience / Academic History
Professional Experience
-
Founder, Owner, Principal
-
Senior Researcher, Financial Writer
Academic History
-
Master of Science, Finance
-
Bachelor of Science, Economics
At Financial Jumble, Charles delivers resources and content that improve advisory-client communication and enhance financial advisor visibility.
Charles also actively engages clients and prospects and demystifies the financial markets for Financial Jumble.
He is the author of Advisor Talking Points, a highly-rated and succinct analysis of the markets written specifically for financial advisors.
He began his career in the financial services industry in 1994 with Charles Schwab, where he interacted daily with financial advisors.
He later excelled as a Senior Registered Representative at Schwabel, earning prestigious honors that included the coveted Circle of Excellence.
By authoring the daily Schwab Market Update, he sharpened his ability to synthesize economic and Market data.
At Charles Schwab, his efforts have helped his team earn the coveted honor, Excellence in Service.
He has also contributed to Retirement Weekly—MarketWatch, the Denver Post, and iris.xyz, a collection of vetted experts in the financial services community.
Charles has successfully delivered webinars to the Financial Planning Association and moderated panel discussions at the annual FPA conference.
He is a leader in FPA’s Knowledge Circles, an active community of professionals who engage in dialogue about best practices.
Charles also served as Director of Membership with FPA from 2013—2016.