Faris Nagle

Financial Advisor and Financial Planner


Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Risk Management Strategies, Financial Education, Retirement Strategies, Retirement Income Planning


Faris brings eight years of industry experience working closely with clients and financial professionals, and was honored with a MassMutual Central US New Advisor of the Year for 2022 award. He graduated from the University of St. Thomas where he obtained his bachelor’s degree in financial management. Faris continued his education and acquired the CFP® certification while helping manage the business full time. Currently, Faris specializes in financial planning activities, retirement income strategies and leads the team in technology initiatives. Faris was born in Minnesota which means cheering for his local sports teams brings both joyous laughter and tears. He spends his free time enjoying the outdoors and experiencing the vast music scene available in the Twin Cities.

Registrations: S63, S65, S6, S7, SIE


Check the background of this investment professional on FINRA's BrokerCheck

Charterpoint Wealth Strategies

2 Carlson Pkwy N, #320 Plymouth, MN 55447
Get Directions
Charterpoint Wealth Strategies Office