Our Advisors
Charlie Auerbach CFP ® , CLU, ChFC, EA
In 2001, Charlie Auerbach founded Wealth Strategies Group, Inc. as a
full-service financial planning firm dedicated to providing successful
executive, professional, and business owner clients with impartial
advice and targeted strategies. As an independent financial advisor
registered with LPL Financial , Charlie is deeply committed to ethically
guiding his clients through the maze of long-term investing and financial
planning. Forty years of experience in accounting, tax compliance, and
financial services have given him valuable insight into the challenges
faced by higher net worth individuals and families.
Prior to forming Wealth Strategies Group in Cordova, Tennessee,
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Charlie co-founded Jaffe Auerbach Advisory Group and served as its
Chief Operations Officer until 2001. Between 1983 and 1994, he
worked as Due Diligence Officer at Morgan Keegan in Memphis. A
native of Brooklyn, he graduated in 1971 with a Bachelor of Science in
Accounting from Brooklyn College in New York. His first positions were
with the IRS in New York, New York and included Revenue Agent,
Audit Reviewer, and Appellate Conferee.
Charlie is a CERTIFIED FINANCIAL PLANNER™ professional ,
Chartered Financial Consultant
®
, Enrolled Agent with the IRS, and Accredited Tax Advisor. In 2009 he
was featured among
Business Week’s
Top 50 Most Experienced Independent Financial Advisors. For the past
three consecutive years he has been named among the Memphis area
“Power Players” by
MBQ: Inside Memphis Business
, a list that recognizes outstanding professionals who have built solid
reputations in their field.
Charlie formerly served as President of the Mid-South Chapter of the
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Our Advisors
Financial Planning Association. In this role, his mandate was to provide
leadership to other advisors on ethics and best practices. He has also
served as Financial Chairman and Past President of the Board of
United Cerebral Palsy and as President of the Temple Israel
Brotherhood. Charlie has been quoted as a financial advisor on
financial planning issues in both the national and local media, including
Business Week
,
The Memphis Business Journal
,
The Commercial Appeal,
and
WRVR
Radio.
Charlie has two grown daughters, Penny and Cindy. He is the proud
grandfather of Megan, Madeline, Oliver, Noah, Allie, and Dylan. He
enjoys spending time with his family and golfing.
Check the background of this investment professional on FINRA’s
BrokerCheck.
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Our Advisors
Ron Goldner RFC®
Ron is our resident guru when it comes to understanding
and explaining life events leading up to retirement. He is
constantly striving to stay informed of the latest
developments in Washington concerning Social Security
and Medicare. Although these are known as entitlement
programs, there is much planning and strategizing that
needs to be done before our clients begin receiving their
benefits. When it comes to client questions about these
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programs, if he doesn't have the answer he knows how
and where to find it. Visit Ron's website
(www.PlannerRon.com)
for comprehensive answers to everyday financial
questions. A member-in-good standing with the International
Association of Registered Financial Consultants, Ron
holds the designation of RFC®. He completed the CFP®
education program at the College for Financial Planning
in 2009. He continues to take many credit hours of
Continuing Education, particularly as it relates to Senior
issues. Ron is a member of the national Financial
Planning Association as well as its local Mid-South
chapter and participates extensively.
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Ron and his wife Arlene have been married since 1973
and have two grown children, Melissa (Jason) and Justin
(Shana). Their granddaughters Mollie and Clara are their
pride and joy.
Check the background of this investment professional on
FINRA's BrokerCheck.
Bruce Martin CFP®
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Our Advisors
Bruce joined Wealth Strategies Group in April of
2015, specializing in financial and tax planning
for business owners, executives, and retirees.
Bruce left his ten year tenure with FedEx
Express as Senior Financial Analyst in 2012 to
pursue a career in financial planning with UBS
Wealth Management.
After three years of success applying a financial
planning approach to money management,
Bruce made the decision to join Wealth
Strategies Group. His motivation was the same
as the Wealth Strategies Group co-founders –
to move from a traditional firm to a one that
favors a more personalized, unbiased approach
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As a CERTIFIED FINANCIAL PLANNER™
professional, Bruce brings his initiative and
ingenuity to help create customized plans for
individual and business clients. Bruce resides in
Memphis with his wife Cindy and her two
teenagers. He enjoys exercise and cooking
from scratch.
Check the background of this investment
professional on FINRA's BrokerCheck.
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Stephen Stamps, AAMS®
Stephen joined Wealth Strategies Group
in November of 2015, specializing in
retirement and college saving plans.
After a successful career in the medical
device industry working for both a
Fortune 500 company as well as a
venture-backed startup, he chose to
follow his passion of investing and
pursued a career in the financial services
industry with Edward Jones Investments.
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After five years of successfully applying
a planning approach to money
management, Stephen made the
decision to join Wealth Strategies Group
for their independent, unbiased,
advice-driven solutions. Stephen brings
his passion for helping others and
knowledge of investing to serve the
financial needs of individuals and
families.
Stephen lives in Collierville with his wife
Katie and their daughter. He enjoys golf
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Our Advisors
and all things Warren Buffet and is a true
blue Tiger fan. Check the background of this investment
professional on FINRA's BrokerCheck.
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Our Advisors
David Williams CFP®
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David Williams has operated a
consultancy to small- to mid- sized
businesses and their executives
since 2004. He is also affiliated with
Wealth Strategies Group, Inc. and
is Director of Planning Services.
Prior to establishing his business
consultancy, Dave was Director of
Financial Planning for Regions
Morgan Keegan Trust.
Dave has been a financial planner
dealing primarily with small
business owners since 1981. He
has developed special expertise in
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advanced estate and charitable
planning, community property and
Napoleonic law, employer stock
option planning, and qualified
plans.
Dave has been a CERTIFIED
FINANCIAL PLANNER™
practitioner since 1985. He is
Past-President and Chairman of the
Board of the Financial Planning
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Association of the Mid-South. Dave
is also a mentor with Memphis
Institute for Leadership Education,
a program associated with the
Fogelman College of Business and
Economics.
Check the background of this
investment professional on FINRA'
s BrokerCheck.
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