Main Office:

10762 SE Federal Hwy.
Hobe Sound, FL 33455
FAX 772-546-5595  

Branch Office:
Charles Gilbert, CFP®. CLU
600 Sandtree Drive #203C
Palm Beach Gardens, FL 33403

Charles Gilbert is a CERTIFIED FINANCIAL PLANNER TM professional, Chartered Life Underwriter, and a Chartered Financial Consultant. He has been actively involved with the financial services profession in the Palm Beaches since 1976. His practice activity includes retirement planning, estate planning, business succession planning, employee benefit plans, and associated strategies, provided on a comprehensive and coordinated basis. This planning will typically involve investment strategies, asset management, and the structuring/oversight of various insurance arrangements.
Charles is a Past President of the East Coast Estate Planning Council, is a former Board member of the Palm Beach County Chapter of the Society of Financial Service Professionals, and is a member of the National Association of Insurance and Financial Advisors. Past community service has included Board membership with United Cerebral Palsey, Big Brothers Big Sisters of Palm Beach County, and Assistant Scoutmaster with the Boy Scouts of America. He has written, lectured, and appeared on various media venues. Charles resides in Palm Beach Gardens with wife Tracy and son Reade.

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA), or Financial Planning Associates, Inc.
Registered Representatives of JWC whose identities and associations with Financial Planning Associates, Inc. are disclosed on this site, may
only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may
be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security
be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful undersecurities laws of such jurisdictions.
Please note that not all of the investments and services mentioned may be available in every state.
Financial Planning Associates, Inc., JWC & JWCA are seperate and unaffiliated entities