Charlie Hasel is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional with Element Wealth Advisors. He works closely with individuals, families, and business owners to help them navigate important financial decisions and create strategies designed to support their long-term goals.
Charlie specializes in comprehensive financial planning, helping clients coordinate retirement planning, investment management, tax-efficient strategies, estate planning considerations, and risk management into a cohesive plan. He is particularly passionate about helping business owners balance the complexities of personal and business finances, guiding families as they build and preserve wealth, and helping individuals approaching retirement make informed decisions about income, taxes, and distributions.
As the leader of Element Wealth Advisors' financial planning department, Charlie oversees the development and implementation of customized financial plans for more than 100 client households. His attention to detail, technical expertise, and commitment to client service help ensure that every planning recommendation is thoughtful, coordinated, and aligned with each client's unique objectives.
Charlie graduated with honors from Florida State University with a Bachelor of Science in Finance. He holds the Series 7 and Series 66 licenses and earned the CFP® certification, the industry's premier designation for financial planning professionals.
Outside of the office, Charlie enjoys golfing, traveling, staying active, and cheering on the Florida State Seminoles. He is passionate about helping others make confident financial decisions and believes that strong relationships are the foundation of successful financial planning.