Charles Sachs, CFP®, CFA

Charles Sachs provides financial planning and investment management to clients, using a long-term consultative approach to achieve financial goals. As the Chief Investment Officer of Kaufman Rossin Wealth, LLC, he plays a key role in designing and implementing portfolios for clients.

Throughout his career, Charles has advised high-net-worth families, helping them with investment, retirement, estate planning and charitable giving. He has worked with some of the largest wealth management firms as well as with highly respected boutique firms.

In addition to holding the CFP® mark, Charles is also a Chartered Financial Analyst. He has served as a leader for top professional organizations including the Estate Planning Council of Miami, The National Association of Estate Planners & Councils and the Financial Planning Association. His community involvement has included membership in professional advisory committees for the United Way and the University of Miami.

Charles holds a B.S. in Professional Aeronautics from Embry Riddle University and an MBA in Finance from Florida International University. He started his career serving in the United States Marine Corps, where he was a helicopter flight test crew member.