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    Charles Marsala

    Financial Advisor

    Charles Marsala is a personal financial planner with a focus on multigenerational financial planning and advice. He is dedicated to designing, implementing, and monitoring long-term financial plans for clients and their families.

    His specialties include structured settlements, long-term care insurance, concentrated positions, diversified investment portfolios, tax-deferred plans such as defined benefit and 401K, tax-advantaged investments, life insurance, alternative investments, and short-term bonds.

    Charles holds licenses in Securities 66 & 7 through LPL Financial. He pursued studies in Math and English at St. Francis Xavier, achieved Magna Cum Laude with a specialization in College Prep at Jesuit High New Orleans, completed an Executive Program in Growing Companies at Stanford University, and obtained a degree in BSME in Mechanical Engineering from Tulane University.

    Currently serving as a Financial Advisor at LPL Financial, Charles Marsala has had a diverse professional background. Former roles include being a Licensed Mortgage Broker at Alpha Mortgage, Producer at AWE.news, Sponsor at NOEW the BIG IDEA, Project Contact at HTH Advisors, Advisory Partner to Loring-Ward at Dimensional Advisor Funds, Financial Advisor at Morgan Stanley, Mayor at Atherton, Host at SF Symphony, and many other positions showcasing his versatility and experience in various industries and community organizations.

    He has been involved in multiple community initiatives including being a former Member of Krewe of Bacchus, Candidate for US Senate, Supporter of TNBC at Triple Negative Breast Cancer Supporter, Founder/Host/Advisor at The Rising Tide, Director at Bay Area Rising Tide, and Member at Silicon Valley Social Venture Fund (SV2), among others.

    Charles Marsala
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    Location

    Covington, Louisiana, United States