Charles Bennett Sachs, CFA, CFP®

Charles Bennett Sachs, CFA, CFP®

Mr. Sachs caters to the needs of affluent clients, their families, and businesses as part of a long-term consultative approach to help individuals and institutions achieve their investment and financial planning goals.

Mr. Sachs is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Analyst and has earned a Master’s of Business Administration with honors from Florida International University. He is a board member of the Financial Planning Association of Miami-Dade & Neat Stuff (a Miami charity which helps underprivileged children.)  He is also a member of The CFA Institute, and the CFA Miami Society

Mr. Sachs was the Managing Director of Portfolio Matters, a wealth management firm in Coral Gables, Florida. Mr. Sachs held the position of Portfolio Analyst with Ned Davis Research, where he was involved in managing money for institutional clients. He also served as the Vice President of Operations for A.K. Capital; a New York based institutional bond broker/dealer.

He is a graduate of Embry-Riddle aeronautical University and a former Marine Corps flight test crewmember. Mr. Sachs has worked as a financial educator for several organizations including Miami-Dade College and the Evelyn Brust Financial Research and Education Foundation. He has been a guest speaker for television, radio and many South Florida and national organizations discussing financial planning and Investment topics.