Financial & Investment Services

Portrait of Charles M Shackelford

Professional Asset Management
Mutual Funds · Annuities
Tax-Free Income · Life Insurance
Securities offered through Crown Capital Securities, L.P.

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
and diversification

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.

Check the background of this firm on FINRA's BrokerCheck
Check the background of this investment professional on FINRA's BrokerCheck

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The contents of this web site are distributed to you without warranty of any kind. Use of the site and its contents are at your risk. Charles M. Shackelford,, Crown Capital  Securities, L.P. and/or any affiliated agent and/or its content providers are not liable for any damages you may incur from your use of this site. Although we make every reasonable effort to do so, we make no representations that the information presented is accurate, complete or timely.