Charles Romualdez graduated from California State University, Sacramento in Spring 2023 with a Bachelor’s Degree in Finance – Financial Planning. He has gained valuable experience working as a Financial Planning Coordinator with Northwestern Mutual, a tax specialist with H&R Block, and now serves as a Paraplanner with Paragon. Charles aspires to become both an Enrolled Agent and Certified Financial Planner, with the goal of integrating tax planning into comprehensive financial strategies for long-term wealth. Outside of his professional pursuits, he enjoys spending time with family and friends through board games, staying active at the gym, and exploring new restaurants.
Registrations
- SIE & Series 7TO
- California life and health insurance licenses (CA Insurance Lic. #4342247)
- CTEC-Registered Tax Preparer (CRTP)