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Who We Are

  • Charles R. Stephan Jr. , CLU, CHFC


    Chuck created Financial Wealth Builders in 1995 to provide personalized financial service and sound investment advice to help customers meet their unique financial goals.
    For 25 years, his mission has been to create individualized financial solutions to meet financial goals. This includes all aspects of wealth management including estate planning, business succession, retirement planning, and investment management.
    Through his broker‐dealer and investment‐adviser affiliation with CCS, Chuck offers a variety of products and services. This includes fee‐based investment management services, fixed‐fee advisory services or transaction‐based accounts.
    Chuck has been actively engaged in the securities and insurance industry since 1986 and holds the following licenses and designations:
    • Chartered Financial Consultant
    • Chartered Life Underwriter
    • Insurance Agent in Ohio
    • FINRA General Securities Rep (Series 7)
    • FINRA General Securities Principal (Series 24)
    • Registered Investment Adviser Representative through CCS

    To learn more about the professional background of CCS and Chuck visit FINRA’s BrokerCheck

  • Caren M. Sholtis

    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.

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Securities and Investment Advice offered by qualified individuals through Coordinated Capital Securities, Inc. (CCS), Member FINRA / SIPC. Financial Wealth Builders and CCS are not affiliated.This communication is strictly intended for individuals residing in the states of AZ,CA,FL,IL,KY,MA,MI,NC,OH,PA,TN,TX,WV,and WI. Representaives associated with this site may only discuss and/or transact securities business with residents in states in which they are personally licensed.  For more information regarding the professional background of CCS and its licensed individuals visit FINRA's BrokerCheck.

For information regarding the types of services CCS offers;the fees,costs,conflicts of interest, and required standard of conduct associated with those services;whether CCS and its financial professionals have reportable legal or disciplinary history; and, how to get more information about CCS, please see the Client Information Summary.


Contact Info

Financial Wealth Builders Inc.
10850 Pearl Rd. D1
Strongsville, OH 44136

Phone: 440-238-6202
Fax: 440-572-4237

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