Charles H. Kard

CFA®, CFP®

Charles H. Kard

Charles Kard graduated from Stetson University with a Bachelor of Business Administration. Charles holds the Chartered Financial Analyst® (CFA®) and Certified Financial Planner® (CFP®) designations and has more than 20 years of experience in investment management. He is also a graduate of the Tuck Executive Program at Dartmouth College. As a lifelong resident of St. Petersburg, Charles is deeply committed to the Tampa Bay community. He supports child abuse prevention and other causes through his involvement in the Exchange Club of St. Petersburg, where he is a past president. Charles is a member and past president of CFA Tampa Bay and a member of the Suncoast Estate Planning Council.

Charles H. Kard