President/CEO at Financial Freedom Group
Huntersville, North Carolina
C. "Doc" Faulkner, CFP®, President/CEO, is a licensed independent financial professional at Financial Freedom Group in Huntersville, North Carolina with 40+ years of experience. Specializing in Tax-Free Retirement, Safe Money Strategies, Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 704-258-1746
Email: [email protected]
Website: https://www.themoneydoc.net/
Licensed Independent Financial Professional · 40+ Years Experience · SafeMoney Certified™
C.B. "Doc" Faulkner serves as President and CEO of Financial Freedom Group in Huntersville, North Carolina. "Doc" Faulkner is currently an Independent Financial Advisor and President of Financial Freedom Group of Charlotte, North Carolina, where he continues his financial planning and insurance practice. He also conducts financial freedom workshops for organizations such as small businesses, churches and other not-for-profit groups.
C.B. "Doc" Faulkner entered the financial services industry in 1980 and was a top producer with The Equitable Life Assurance Society of the United States. In 1986, he became a producer with Mutual of Omaha (Health Insurance Division) and United of Omaha (Life Insurance Division). Mr. Faulkner ranked Number 14 with the company his first year as a Life Insurance Producer with United of Omaha with over 1.3 Million dollars of Life Insurance production and was among the top leading producers in Disability Income Insurance for many years with Mutual of Omaha Health Insurance Company.
Mr. Faulkner earned the prestigious designation of CFP® (Certified Financial Planner) in 1988 and completed Life Underwriters Training in Disability Income in 1989. In 1990, he pursued and achieved his Series 7 General Securities License as a Licensed Stockbroker and worked for many years with various securities firms in St. Louis. He was also a Financial Planner with Waddell and Reed for several years.
He is a consultant and practitioner in Insurance, Investments and Retirement Planning, specializing in Tax-Free Retirement and Safe Money strategies for young professionals, pre-retirees, as well as retirees. "Doc" Faulkner is currently licensed to conduct business in several states including TX, IN, MD, NC, SC, MO, OH, GA, and CA.
Contact C. today to discuss your retirement planning needs in Charlotte, North Carolina.
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C. "Doc" Faulkner, CFP® at Financial Freedom Group offers Tax-Free Retirement, Safe Money Strategies, Insurance in Huntersville, North Carolina. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
Yes, C. "Doc" Faulkner, CFP® is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.