Credentials

Charlotte A. Mullen, owner of Strategic Financial Advisory Services, has been working with clients since 1986, providing advice in the areas of asset management, portfolio allocation, tax saving strategies and retirement projections.  Ms. Mullen holds several professional designations:

  • 1972  M.S. of Economics, Southern Illinois University
  • 1986  Life and Health Underwriters License - Registered in various states
  • 1986  Real Estate Broker License
  • 1987  Financial Industry Regulatory Authority, Inc. - Series 7 license
  • 1988  Certified Financial Planner - Conferred by International Board of Standards and Practices for Certified Financial Planners.
  • 1991  Financial Industry Regulatory Authority, Inc. - Series 63 securities license.
  • 1998  Chartered Life Underwriter
  • 2000  Chartered Financial Consultant - Conferred by the American College
  • 2000  Charter of the Financial Planning Association

Ms. Mullen is dedicated to developing lasting relationships with all of her clients.  She believes in helping each person realize their financial goals and participating in the financial management process. The personal program that Strategic Financial Advisory Services can provide is a roadmap to working toward your financial future.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck