Charles Benson

Charles G. Benson II,

CFP®, AAMS™ Founder, Benson Wealth Partners Financial Planner, RJFS

With nearly 20 years of experience in the financial services industry, Charlie has the accumulated knowledge and perspective to help meet the specific needs of individuals, business owners and executives with complex situations. Charlie is a graduate of East Carolina University with a bachelor’s degree in business with a concentration in finance. He is both a Certified Financial Planner™ professional and an Accredited Asset Management Specialist™ (AAMS™) designation holder.

Charlie partners with his clients’ CPA and estate planning attorney to not only manage their wealth but to help maximize tax savings and efficiently transfer their wealth to the next generation. Charlie endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources.

Charlie began his career in financial services in 2001 and spent almost two decades with Edward Jones. Today, Charlie provides comprehensive financial planning and wealth management to a select group of clients through Raymond James.

A native of Eastern North Carolina, Charlie resides in New Bern, North Carolina with his wife, Holly, and their three children. When Charlie is not in the office, he spends his free time kiteboarding, boating, mountain biking and spending time with his family.