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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.

  • 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. 

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Securities and Investment Advice offered through Coordinated Capital Securities, Inc. (CCS), Member FINRA / SIPC
Financial Wealth Builders and CCS are not affiliated. For more information regarding the professional background of CCS and its licensed individuals visit FINRA's BrokerCheck.

 
 
 

Contact Info

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

Phone: 440-238-6202
Fax: 440-572-4237
chuckstephan@myfwb.com
carensholtis@myfwb.com

© 2019 Financial Wealth Builders, Inc. All rights reserved.