Charlene ‘Charlie’ Tooch has been in the Financial Services Industry since 2017. Currently, she is a Financial Advisor with the Wealth Wellness Group of Raymond James in Boca Raton, Florida.
When Charlie started in the Financial Services Industry, she soon realized that although there was a plethora of financial advisors with wealth management experience, there were few that prioritized the overall health of their clients. She found kindred spirits at the Wealth Wellness Group, who not only specialize in Investment strategies, Financial Planning, Retirement and Estate planning, but also consistently emphasize the importance of sound physical health to tie everything together.
Charlie has completed her Series 6 Exam, Series 7 Exam, Series 63 Exam and Series 65 Exam. She has also earned her Life Insurance & Annuities License, and her Health & Long Term Care Insurance License.
In her spare time, Charlie is a Pilates Specialist. She has enjoyed a successful career fixing sore backs and helping people improve their posture through Pilates, and still enjoys teaching classes today.
Charlie and her teenage son reside just minutes away from her favorite beach in Palm Beach Gardens, Florida. She lives for family dinners and craves travel. Charlie has also survived three Spartan races and takes lots of Orange Theory Fitness classes for her own physical and mental health care.