Find a CFP® Professional

Don’t See the CFP® Professional You’re Looking For?

Refine Your Search

Check a CFP® Professional's Background

Search by an individual’s name and verify certification status and disciplinary history.

Verify

Are You a CFP® Professional?

Update your profile today!

Mr. Charles W. Malsbury, CFP®

Contact

ThinkPlanSave, LLC
http://www.ThinkPlanSave.com

15 Manor Ct
Daly City, CA 94015-1051
View on Map

Year CFP® Certification Received: 2013
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $300,000
Languages: English
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Planning, Social Security Planning

Typical Client Profile

Average Net Worth: $500,001 - $1,000,000
Average Income: Not Applicable
Average Age: Generation X, Baby Boomers, Millennial Generation
Profession: Not Applicable

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

CFP Board does not provide referrals. You should interview and evaluate several financial planners to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

For sample questions to ask when interviewing a CFP® professional, visit www.LetsMakeAPlan.org.

Use of this information by business organizations wishing to solicit CFP® professionals is expressly prohibited by CFP Board.