Charles Klumpp
Advisor, CCO, AIF®, AIFA®
Prior to entering the financial services industry, Charles coached the men’s gymnastics team at Cal-Poly University-Pomona and was also an assistant football coach.
Charles joined The Principal Financial Group in 1986 as a Brokerage Agency Manager and then Group Health and Pension consultant. In 1999 he accepted a position as Branch Vice President at the Gardena branch of Fidelity Federal Bank. In 2000 he was promoted and moved to the home office as Insurance Operations Manager and Assistant Compliance Officer for Gateway Investments, a division of Fidelity Federal Bank.
In 2017, Charles opened his own firm, where he enjoys helping retirees and pre-retirees pursue financial independence and craft a meaningful legacy. He also works closely with business owners and Employers helping them with their Employer Sponsored Retirement Plans and Business Succession Panning.
Charles holds the following professional designations: Life Underwriter Training Council Fellow (LUTCF®), Accredited Investment Fiduciary (AIF®) and Accredited Investment Fiduciary Analyst (AIFA®).
Charles is married to Janice, a kindergarten teacher and the firm’s administrative assistant. The couple has four grown children and 10 grandchildren. Away from the office, Chuck and Jan enjoy family gatherings, hiking, kayaking, camping, theater and discovery trips.