CONNECT

Address:

2610 N. Pines Road
Spokane Valley, WA 99206

Phone:

Spokane: 509-931-1088 ,Toll Free: 877-391-7688 ,Fax: 509-931-1077

Charlie Ker

Charlie Ker

Vice President - Investments

Charles D. Ker, CRPC ® is a Financial Advisor with Independent Wealth Connections. Financial Representatives of Independent Wealth Connections offer an extensive menu of investing planning products and services to clients. The primary focus of his business is helping professionals, individuals, and families build, manage, protect and transfer their wealth.  Wealth Management includes all aspects of asset and liability strategies, understanding risks, and the four choices involved in managing risk, and trust, estate and fiduciary structures.

Charlie utilizes a consultative approach and believes strongly in the role communication plays to build healthy, long-term client relationships.  His goal when he works with his clients is to help them never have to worry about financial issues again for the rest of their lives.  His mission is to help people gain financial confidence and peace of mind.   

His core philosophy is centered on the needs, goals and objectives of his clients.  He utilizes a process that begins with a personalized meeting and conversation to discuss financial goals and assess current and future needs.  He takes time to listen to his clients, understand their needs, and then works with them to craft a financial plan that’s sensitive to their situation and helps them reach their financial goals.  He then analyzes his client’s current investment portfolios and liabilities to help make proper diversification, liability management and asset allocation decisions.  Investment recommendations are made and step-by-step implementation follows.  Charlie meets regularly with his clients to monitor and adjust their investment plan as needed.

Charlie has been in the financial services field since 2010.  He holds various professional registrations including a Series 7 General Securities Registration, Series 66 Uniform Combined State Registration, and he is licensed to offer life and disability insurance and annuity products.  He also holds the Chartered Retirement Planning Counselor, CRPC®  professional designation.

He works towards balance in his life by being an active member and serving as President on the Board of Trustees at Unity Spiritual Center.  He and his wife, Rebecca, have been married for 19 years.  They enjoy spending time with each other and with friends and family.  They are also actively involved in community organizations such as 2nd Harvest Food Bank and Soul To Soles, an all-volunteer non-profit charity whose mission is to provide new shoes and socks to children of low income families.  Charlie and Rebecca make their home in Spokane, and are the proud parents of two loving dogs, Ellie and Oliver.

California Insurance License OI22872

Phone 509-931-1088
Fax 509-931-1077
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck