Charles McDaniels


Ready to focus on your financial goals? I can help.

Your goals - my focus. Let's put strategies to work for you. Whether your priority is personal finances, your business, or both, I'm committed to helping you set and achieve your financial goals and objectives.


  • Practiced in the financial services industry since 1981.
  • With Principal® for over 35 years; Class of 2009 Principal Hall of Fame Inductee.
  • Small business owner for over 35 years.
  • Specializes in financial planning for individuals, business owners, and executives, life and health insurance, disability income protection, retirement planning, estate analysis, executive compensation plans, employee benefits, and business planning.

Education & Credentials

  • Bachelor of Science, Criminology & Psychology - University of Texas
  • Chartered Life Underwriter®, Chartered Financial Consultant® - The American College
  • Retirement Income Certified Professional®
  • FINRA Series 6, 7, 63, and 65 securities registered
  • Life, Accident, and Health insurance licensed
  • Life and Qualifying member - Million Dollar roundtable (former Membership Communications Committee Chair Zone 8 USA, and member of the MDRT Foundation Board of Trustees)
  • National Association of Insurance and Financial Advisors (NAIFA) - Member
  • American Society of Financial Service Professionals - Member
  • Atlanta Estate Planning Council - Member
  • Georgia Funeral Directors Association & International Order of Golden Rule - Associate member
  • Georgia Association of Chief of Police - Associate member
  • Past leadership positions: Board Member and Chairman of Southern Regional Medical Center Foundation, Clayton State University Finance Committee, President of the Rotary Club of Clayton County, and District Governor of Lions International


  • Spending quality time with family and friends
  • Travel enthusiast
  • Philanthropy and community service



Phone (770) 461-2298
Fax (770) 461-6712
Mobile Phone (770) 403-4076