Who We Are


Charles R. Stephan Jr., CLU, CHFC

   Chuck has been actively involved in the financial planning, securities and insurance industry since 1986. He holds the professional designations of Chartered Financial Consultant, Chartered Life Underwriter, is licensed as an insurance agent in the state of Ohio and is licensed as a General Securities Representative (Series 7), General Securities Principal (Series 24) and Registered Investment Adviser Representative with his broker dealer Coordinated Capital Securitites, Inc.
 
   Chuck is the Owner and President of Financial Wealth Builders, a company he founded in 1995 to provide personal service and sound advice to customers. The last 21 years have been focused on creating effective financial solutions to help meet his client's investment needs. This includes estate planning, business succession, and retirement planning. Through this affiliation with Coordinated Capital Securities, Inc. (CCS), Chuck offers a variety of products and services, including fee-based accounts, fee-only advisory services and transaction-based stocks, bond and mutual fund accounts. CCS clears its brokerage assets through First Clearing, LLC. BrokerCheck

chuckstephan@myfwb.com 

(for your Investment and Advisory needs)

finwlb@ameritech.net

(for your Insurance needs)

                
 

Caren M. Sholtis
Office Manager
 
  Caren joined Financial Wealth Builders in 2006 following a career as a marketing assistant in the Real Estate industry. Caren brings the necessary skill set to provide excellent customer service in assisting Chuck with scheduling appointments, gathering data for reviews, opening new accounts, confirmation of transactions and other service requests. Caren obtained her license for  life, accident & health and variable annuities in August 2008 for the state of Ohio. She also holds her notary public in Cuyahoga County, Ohio as of 2010.

carensholtis@myfwb.com

(for your Investment and Advisory needs)   

csholtis@ameritech.net

(for your Insurance needs)

            

 

 


 

Anne E. Stephan
Comptroller

 

    Anne began working for FWB, Inc. in 1998. She holds her B.A. from John Carroll University. Prior to working with us, she ran the legal docket departments for two large law firms, as well as being promoted to their Director of Human ResourcesShe handles all accounting and business management matters for our firm.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                


 

Jan Kasper
Administrative Assistant

 

      Jan joined Financial Wealth Builders in 2017 as a part-time employee following her retirement from full-time as a Registered Service Associate and has been in the Industry for 51 years.  Jan will be more than happy to assist our clients with many of their service needs.  Jan has a Series 7 license and is rejoining the Financial Wealth Builders Team.

 


 

 


 

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