Retirement Income Certified Professional© Families Can Depend On.

In the recent four decades, financial products have been invented that have ignored the traditional strategies that have been time-tested. It is time to revisit sound financial principles that provided certainty during uncertain times. As Will Rogers once quipped, ” I am not so much concerned about the return on my money, as I am the return of my money.” The family legacy model will provide consistency during the volatile financial world. Identifying key concepts such as control, use, and liquidity are valuable qualities for each generation.

financial advisor for families | Charles Nunez, RICP©

Create A Financial Safety Net For Whatever Life Throws Your Way

Charles Nunez, RICP© will help you create proven financial solutions to reduce risk, increase growth, and minimize taxes at any time in your life.

“Carve your name on hearts. not tombstones. A legacy is etched into the minds of others and the stories they share about you.”
— Shannon L. Alder

Benefits of Charles Nunez, RICP© Financial Solutions


A guaranteed rate of return takes the guesswork out of your portfolio.


Reduced tax liability and increased asset protection keep your wealth in your hands.


Access your wealth when you need it, regardless of age, without penalties.


Rest easy knowing market volatility can’t touch your financial foundation.

Cash Flow

Enjoy retirement income you won’t have to worry about outliving.


Pass along wealth the same way the Rockefellers have.

What our clients have to say…