Charles delivers high-performance wealth management solutions built on strict attention to detail, proactive strategy, and comprehensive fiduciary care as an Investment Advisor Representative.
Helping Achieve Your Financial Goals
“In both life and financial planning, success comes down to tempo, precision, and relentless consistency. I don’t believe in coasting or standard 'one-size-fits-all' templates. My approach is entirely customized: I look at a client's complete financial picture, analyze the metrics, and build a strategic blueprint designed for long-term growth and protection.
Having expanded my experience in advisory and relationship roles at Vanguard, alongside my time serving clients at Citadel Wealth Management, I know what it takes to navigate complex market environments and execute comprehensive investment strategies. As a CFP® professional, my commitment is to outwork the complexities of wealth management so my clients can move forward with absolute confidence.”
About Charles
Charles earned his Bachelor of Science in Financial Services from Penn State University.
- Certified Financial Planner (CFP®)
- Series 7, Series 66, Series 63, and SIE professional licenses.
Regional Coverage
Charles covers the South Coatesville, Granite Run Drive (Lancaster), and Rohrerstown Road (Lancaster) branches.
Schedule your consultation today!
Email: CharlesTilkens@citadelbanking.com
Phone: 484-713-3945
Address: 135 Modena Road, Coatesville, PA 19320