About Charles H. Leiser, ChFC®, CLU®, RICP®, FIC, Financial Advisor

I'm proud to be a Thrivent Financial Advisor. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


Education and Experience:

  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
  • Bachelor of Business Administration in Accounting from Roanoke College in 1999
  • Thrivent Financial Advisor since 2007.


Professional Designations: 

  • ChFC® Chartered Financial Consultant
  • CLU® Chartered Life Underwriter
  • RICP® Retirement Income Certified Professional
  • FIC Fraternal Insurance Counselor


Specializations: 

  • Retirement income planning
  • Retirement accumulation
  • Savings strategies
  • Retirement planning
  • Life insurance
  • Investments
  • Solutions for businesses
  • Education funding strategies
  • Estate strategies

Giving Back - Southwestern & Central VA

Thrivent is more than insurance and financial products. We're a membership-owned, holistic financial services organization dedicated to serving the unique needs of our clients.

We offer a suite of benefits, tools and resources to help you live the life you want today – and tomorrow. As members see needs in their communities, we put resources in their hands strengthening them as they help others. And the power of those benefits – in our members' hands – makes an impact in communities across the country every day.

Our Thrivent Community - Blue Ridge Group and Thrivent Member Network - Mid-Atlantic Region brings together local Thrivent members for impactful educational and community giving events throughout the year.
Blue Ridge Group

Blue Ridge Group

THE BLUE RIDGE GROUP IN ROANOKE, VA WELCOMES YOU!
Working together, we'll build a financial strategy around what's important to you. In our practice particularly, whether it's assisting you in financial analysis, retirement income funding, insurance planning, and so much more, we focus on giving you sound financial guidance by using a variety of strategies. We have over a half century of experience and expertise in this industry and will work with you every step of the way, no matter what your needs. Not only do we want to better your lives, but our community's as well and our value of generosity is spread throughout everything we do. Not in the Roanoke, VA area? We can arrange an appointment to meet with you virtually via an online video appointment or at a location of your convenience throughout Southwestern and Central VA.

Title

Team Practice

Location

Roanoke, VA

Website
https://connect.thrivent.com/blue-ridge-group
Phone
540-491-9993
Fax

833-912-0896