Charles Calderwood, CLU, ChFC

Charlie is an honor graduate of Tulane University. Upon entering the financial service business in New Orleans with The Equitable, Charlie gained honors as one of the youngest agents ever appointed to both The Equitable Hall of Fame and a Life Membership in the Million Dollar Round Table*. In 1989, he was transferred to head the Southeast Texas Agency in Houston.

His Houston Agency was a Top 10 Award winner in 1994 and 1995. In 1997, he joined Phoenix as general manager of the Southwest Region to build the wealth advisory business in a pilot program. In 2003, Charlie joined New England Financial as the Managing Partner and Co-Owner of the Houston & San Antonio offices.

In 2010, he started his own wealth advisory organization. Charlie’s specialty is implementing financial strategies for Entrepreneurs, Corporate Business Owners, and Wealthy Individuals.

*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.