Charles Eshelman
Financial Advisor, Retirement Planning Specialist
Experience
I have been a Financial Advisor for over 38 years. I started my career in 1980 with Penn Corp Financial. This allowed me to expand my financial planning services through Equitable in 1984.
Education
I completed the Retirement Plan Specialist program at Wharton University. I am also a Qualified Plan Specialist for small businesses to setup and manage retirement plans. I have my life and health insurance licenses along with the following NASD Registration Series: 6, 7, 63, 65, and 66.
Personal Information
I am married to my wife Diana. We have 3 grown children and 2 grandchildren. In my personal time I like to play golf, bowl, and fish. I also enjoy playing guitar and leading the band at the Cowboy Church of Collin County.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
Arkansas Insurance License #: 838226
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Eshelman Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.