Charles Faulhaber, CFP®, CLU®, ChFC®, CASL®, RICP®
Senior Vice President, Senior Wealth Manager
Starting in the industry in 2006 while still in 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.
Joined Lido: 2024
Homebase: Boulder, CO
Professional Focus: Charles makes sophisticated concepts understandable to help clients take advantage of the firm’s comprehensive capabilities.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter®, Chartered Financial Consultant®, Chartered Advisor in Senior Living®, Retirement Income Certified Professional®
Education: B.S., Business Administration, Colorado State University
Previous Work Highlights: Over 17 years of industry experience with 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.
Personal Facts: Outside of work, he enjoys spending time with his wife Erica, staying active within his church, taking his bullmastiff for walks, lifting weights, and reading.
