Charles W. Metzler, CFP®, CFA®
Equity Analyst
Charles Metzler is an Equity Analyst and an Investment Advisor Representative with Cumberland Advisors. Charles joined the firm in 2020.
As an Investment Advisor Representative, he is responsible for providing client support, developing client portfolio risk analysis as well as aligning client investment objectives and risk tolerance within Cumberland’s investment strategies. He also assists in providing consistency in investment allocation and the overall client experience. He was previously employed by RiverSource Life Insurance Company/Ameriprise Financial, where he provided direct support and problem resolution to both financial advisors and clients.
Charles attended the University of Missouri where he received a Bachelor of Arts degree in Interdisciplinary Studies, with a focus on financial planning, as well as a minor in Business. He is a CFP® Professional and a holder of the Chartered Financial Analyst® (CFA) designation. He is a member of the CFA Society of Tampa Bay.
He has also participated in the IRS Volunteer Income Tax Assistance and Tax Counseling for the Elderly (VITA/TCE) programs.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
