From the pen of 

Charles Triana

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I moved from Chicago, IL to Roseville, CA in 2018. My world revolves around my seven-year-old daughter, Ava. I have three dogs and certified with Capital Therapy bringing smiles to kids and people with health complications. In addition to my family, my personal interests include: golf, baseball, hiking and exploring Northern CA, watching football, biking, kayaking, golfing, trail running and snowboarding. I am fortunate to earn the trust of my clients to prepare their finances to build a financially stable future for the people they love most. I personally have a vested interest in giving back to military personnel to support their service and dedication to our country. 

 

Personal background
-I’ve lived in Rancho Cordova since 2019
-Community involvement: Certified with a Capital Therapy dog
-Daughter is 7 and my partners a surgeon in the United States Air Force
-Military Service: Air Force

Professional background
-I’ve been a Financial Advisor since 2021
-I started my career with Insurance Career in 2015
-I’ve been in the insurance industry for 7 Years
-Education: Providence Catholic High School, Attended University of Saint Francis
-Investment designations received: Series 65
-Investment registrations earned: Series SIE, 6, 63 & 65

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Protecting families like yours for years.

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