Charles D. Vaughan, CFP®, CRPC, AAMS, AWMA

Client Financial Advisor

Charles D. Vaughan, CFP®,CRPC,AAMS,AWMA

Charles@PlanWithRFG.com
Phone: 513-532-2387
Fax: 513-624-3124
My Compliance Disclosures

What was your first job?

For my first real job, I was hired by a local New York Stock Exchange firm as a trainee in the Investment Research Department when I was a junior at the University of Cincinnati.

What is something you are proud of?

After six decades in the investment business as a Registered Representative, I have never had a formal complaint.

Charles D. Vaughan has been a Certified Financial Planner (CFP®) practitioner since 1983 and a Chartered Retirement Planning Counselor (CRPC) and has been specialized in retirement planning since 1988. Charlie has been actively promoting and teaching effective retirement planning for many years. He has written over 300 financial articles and newspaper columns, taught many seminars, and more than a dozen classes at the Institute for Learning in Retirement (now Osher Lifelong Learning Institute). Charlie is a lifetime member of the Financial Planning Association and a member of the Cincinnati Estate Planning Council. He lives in Kenwood with his wife Collyne and has two grown sons, one daughter and three granddaughters.

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.