Well known for his innovative and comprehensive financial strategies, Fitzgerald “Fito” Charlier has been a financial professional since 1998.
With a 1986 Purdue University Bachelor of Science degree, Mr. Charlier began his career as an engineer. Soon he discovered his love for finance. He took courses for two years, passed five qualifying exams demonstrating his knowledge in investments, investment tax strategies, and estate planning, and then passed a rigorous two-day exam to become a Certified Financial Planner® professional. Fito is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research.
Mr.Charlier lives in Fishers. His wife Kelly, of 24 years, recently passed away after battling breast cancer for 12 years. Fito has 4 adult children: Kaylan, Marisa, Ariana and Javier. When he’s not busy working with clients or teaching seminars, he enjoys volunteering time for charitable causes and his local church youth group. A licensed pilot, Mr. Charlier thrills to taking to the skies in his spare time.