Charles Faulhaber, CFP^®, CLU^®, ChFC^®, CASL^®, RICP^®

Charles Faulhaber, CFP®, CLU®, ChFC®, CASL®, RICP® joined Lido in 2024. Charles strives to make sophisticated concepts understandable for clients to implement the comprehensive capabilities of the firm. He has industry experience from firms such as Northwestern Mutual and a hybrid RIA in Highlands Ranch, gaining experience in the areas of retirement, estate strategies, charitable giving, and more. Starting in the industry in 2006 while still attending college, Charles has spent his adult life experiencing the ups and downs of the market and knows the value of a wholistic approach for clients.

Charles graduated from Colorado State University with a B.S. in Business Administration with a concentration in finance/financial planning and continued to earn multiple certifications post-graduation to further his development. This includes attending the American College of Financial Services to earn the Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Advisor in Senior Living®, and Retirement Income Certified Professional® designations as well as the CERTIFIED FINANCIAL PLANNER™ designation.

Charles is active in his church and resides in Erie, CO, with his wife Erica, where you can find him taking his bullmastiff for walks.