Well known for his innovative and comprehensive financial strategies, Fitzgerald “Fito” Charlier has been a financial professional since 1998.  His loyalty to his client’s desires has earned him the stunning retention rate of 100%* for clients remaining in the state.  His integrity and stellar client-centric focus are reasons that many opt to stay with him on moving out of state.  The need for a sherpa—an expert guide—remains.  And these clients want “Fito” Charlier, to be their financial “sherpa.”
 
With a 1986 Purdue University Bachelor of Science degree, Mr. Charlier began his career as an engineer.  Soon he discovered his love for finance.  He took courses for two years, passed five qualifying exams proving his knowledge in investments, tax reduction strategies, and estate planning, and then passed a rigorous two-day exam to become a Certified Financial Planner® professional. Fito is a Registered Representative and Investment Advisor Representative with InterSecurities, Inc.
 
Mr.Charlier lives in Indianapolis with his wife Kelly and their four children.  When he’s not busy working with clients or teaching seminars, he enjoys volunteering time for charitable causes and coaching youth sports.  A licensed pilot, Mr. Charlier thrills to taking to the skies in his spare time.
 
Email Fito at Fito@Sherpafg.com.
Phone : 317.913.3365 or 877.913.6730.