Charles Elhoff, CFP®, ChFC, CLU

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Charles Elhoff, CFP®, ChFC, CLU

Wealth Advisor

Since 1974, Charles Elhoff has been helping clients reduce the stress of managing complex financial affairs by providing high touch financial management as a financial advisor. The goal is to give clients the planning necessary for a full and satisfying life.

Through a highly participatory process, Mr. Elhoff helps clients make sure they are following suitable financial strategies. He helps clients develop a risk-adjusted plan designed to provide an efficient and effective blueprint to improving the capability of their wealth-creation goals.

A mechanical engineering graduate of South Dakota State University, Mr. Elhoff began his financial advisor and services career in 1974 with Connecticut General. Since receiving his Certified Financial Planner™ (CFP®), Charter Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) designations, he has been offering wealth management services for successful individuals and entrepreneurial business and professionals.

Long active in the community, Mr. Elhoff has served as chairman of the Arlington Chamber of Commerce and was the chamber’s 1994 Member of the Year. He also served as Finance Chairman of Arlington YMCA, was a member of the Citizens Budget Review Committee for the Arlington Independent School District, chaired two school district bond elections, and was awarded Lifetime Membership in the Texas PTA. He also is a past president of the Arlington North Rotary Club, and is currently a member of the Southlake Rotary Club.

Articles written by Mr. Elhoff have been published in the Fort Worth Business Press and Dallas Business Journal. He also authored the foreword to “Prudent Investors Guide to Beating Wall Street at its Own Game.”

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