Charles M. Shackelford is an Investment Advisory Representative who primarily serves individuals in the greater San Diego area.

Charles follows the time-honored principles of quality, consistency and diversification.  Most of his clients are retired individuals, or very near retirement.

Charles grew up in San Diego, was active in student government and the captain of his high school tennis team.  After graduating from high school in 1967, he attended Stanford University, majoring in philosophy.  He supplemented an academic scholarship by working as the national advertising manager for the Stanford Daily newspaper.  His undergraduate years concluded by serving as a congressional intern for Congressman Claude Pepper in Washington, D.C.

In 1971, Charles entered Stanford Law School and graduated three years later with a doctorate in jurisprudence.  Returning to San Diego, he opened his own law firm, specializing in tax and estate planning. 

During the early years of his law practice, he realized many of his clients would benefit by working with a competent investment advisor.  This led to a decision to enter the financial services field.  By 1983 he had become a stockbroker and a licensed life and disability insurance agent.

Early in his career, Charles served on development committees for organizations which include the Red Cross and the San Diego Zoo.  He is the past author of the financial newsletter for the San Diego State University Retirement Association and a past chairman of the Estate Planning Committee for 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.