About Charles

For over a decade, Charles Dickens IV has been committed to helping individuals and families make confident financial decisions and build a future they can feel secure about. Charles brings that commitment to his role at Strategy Financial Group, where he works alongside families and professionals to help them plan for retirement and navigate important financial decisions. With a thoughtful and collaborative style, Charles focuses on helping clients simplify complex financial lives and build strategies that support both their current priorities and long-term goals. He believes financial advice works best as a long-term partnership built on trust, clear communication, and thoughtful guidance through life’s most important financial decisions.

Prior to joining Strategy Financial Group, Charles gained experience across several respected organizations in financial services, where he worked closely with clients to develop disciplined investment strategies focused on long-term growth and the preservation of wealth. He also supported advisory practices responsible for more than $5 billion in assets under management, helping strengthen advisor development, operational strategy, and client experience. Throughout his career, Charles has also worked alongside entrepreneurs, executives, and professional athletes navigating complex financial decisions.

Originally from Southern California, Charles earned his Bachelor of Business Administration from Malone University and a Master of Sports Law & Business from Arizona State University. He has passed the FINRA Series 7 and Series 63 licensing exams. Charles lives in the Phoenix area with his wife, a naturopathic doctor, and together they share a belief that true wealth is holistic—encompassing health, strong relationships, and financial well-being. Outside of work, Charles enjoys traveling, staying active through fitness, cooking, and volunteering his time mentoring and developing young people in his community.

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