The financial planning documents posted on this website (see the links listed to the left) are for general informational purposes only.

Please contact me for specific information and financial planning services that pertain to your unique situation and needs.  

Ken Charlton, CFP®

4199 Campus Dr Ste 550

Irvine, CA 92612

(949) 509-6578 office

(949) 285-9270 mobile

(949) 856-1566 fax

kc@charltonfp.com