We are compensated hourly or on a percent under management fee.
Chuck Shearman is a 30+ year veteran of the financial planning community. He has been a Certified Financial Planner (CFP) since 1987. As a Certified Financial Planner he adheres to the highest ethical standers and maintains his continuing education requirements on an ongoing basis.
As a CFP, Chuck subscribes to the NAPFA - National Association of Personal Financial Planners standards of ethics and conduct.
We are compensated hourly or on a percent under management fee.
No, we do not accept commissions or referral fees for any products we recommend to you for your investments.
Yes, Chuck is held to fiduciary standards as a member and by the board of the CFPs. You can visit their website and learn more here: CFP.net
Yes, absolutely! I am bound to put your interests ahead of mine by signing onto the CFP board.
No, we have not had any disciplinary actions by the SEC nor the FINRA.
We provide both. We can provide for all of your investing needs including day to day investing decisions. We provide general investment advice as part of your comprehensive financial planning.
We have clients over the past 35+ years that encompass about every kind of financial need from Senior Corporate Executives, Medical Groups, Professionals, Small Businesses and Individuals.
Because we plan on a comprehensive basis, we create a broad strategy to cover all aspects of your financial needs and not just a single or a few elements.
We consider:
We have a succession plan in place for the protection of all of our clients and their investments. Feel free to reach out and contact us to learn more.
→ International Association for Financial Planning (IAFP) Former Chapter President, Membership Chairman, and Symposium.
→ Former Chairman, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA).
→ President, and Coach, Noblesville Elementary Football League.
→ Coach, Carmel Dad’s Club.
→ Administrative Council.
→ Chairman, Trustee, Missions Chairman, and Building Committee, Pleasant Grove UMC.
→ Scoutmaster, Boy Scouts.
→ Money Magazine
→ USA Today
→ Indianapolis Business Journal
Conveniently located in the beautiful Downtown Noblesville, IN area just North of Indianapolis.
Prospero Financial Planning, LLC. Noblesville, INPresident
- Direct Client Responsibilities
- Investment Management
- Valuation Analysis
- Back Office Administration
- Compliance Officer
Taurus Financial Corporation Indianapolis, INVice-President
- Direct Client Responsibilities
- Investment Management
- Back Office Administration
- Valuation Analysis
G.L. Pittsford & Assoc., Inc. Indianapolis, INVice-President
- Direct Client Responsibilities
- Investment Management
- Back Office Administration
Education
College for Financial Planning Denver, COCertified Financial Planner (CFP)
- Certification
Purdue University West Lafayette, INConsumer Financial Advising
- Bachelor of Science
- Counseling Experience
