Charley Sheridan

Formerly a lifeguard, rescue diver and water safety instructor, Charley has long had an intense desire to help others. Combining that passion with his interest in the financial industry, he now helps educate people and build tailored plans that protect their assets and allow them to pursue their dream retirements.

Charley earned his bachelor’s degree in economics from San Diego State University. After starting his career in the insurance business working with companies to implement group health, he now addresses every aspect of financial and retirement planning — from creating lifetime income and tax-efficient strategies to building wealth with actively traded portfolios. He has passed his Series 65 securities exam, holds an accident, health and life insurance license in the state of California and is a registered Investment Adviser Representative.

Charley also has worked for some of the largest companies in the wine and spirits industry and became a Certified Specialist of Wine with the Society of Wine Educators.

A longtime resident of Southern California, Charley lives in San Marcos with his wife, Patricia, and their son, Cole. He enjoys watching hockey — especially his son’s games — and spending time with family and friends. In his spare time, he is often golfing, sailing or staying busy with various outdoor activities.

CA LIC. #0A96221

Ready to Take

The Next Step?

It's never too late to work toward your dreams.