Charlie Kirven

Charlie Kirven, CIMA®
Financial Consultant Truist Investment Services, Inc.

1725 Mallory Ln

Brentwood, TN 37027-7934

About me

Background

I’m a Financial Consultant and Certified Investment Management Analyst® (CIMA®) with Truist Investment Services, Inc., offering clients more than ten years of financial services, retirement planning, and investment management experience. I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science - Financial Management
Clemson University 2001 2005

Personal Interests

A native of SC and a Clemson University graduate, I live in Brentwood, TN, and enjoy fishing, hiking, playing golf, and, most of all, spending time with my wife, Kate, and two children, Henry and Annabelle.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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