Charles Lineberry

Charles “Chic” Lineberry

Independent Financial Advisor

“As a financial advisor, I’m dedicated to helping my clients meet their financial needs. Whether you’re planning for retirement, saving for your children’s or grandchildren’s education or looking to preserve wealth, I can help.”


Customized Strategic Plan Implementation

Ongoing Risk Management

Retirement & Non-retirement Account Allocation

Tax Optimization & Management

Social Security Benefits Advice

Personal Consultations

Insurance Evaluations

Retirement Plan Services

Complete List of Services

About Charles

Charles hasn’t always been in the financial services industry. He earned a degree in Engineering Technology from Northeastern University in Boston, has worked as a product engineer and owned his own industrial company for nearly a decade. But then he fell in love with finance and helping people plan for and achieve financial success. He’s worked in the financial services industry for more than 15 years, and he’s as passionate about it today as he was when he started.

Because, as the father of three children, he understands how important financial security is and that it’s reachable through careful, strategic planning. Simply put, he understands the value of financial peace of mind, and he’s dedicated to helping each of his clients achieve it. When he’s not helping clients secure their financial future, Charles enjoys spending time with his children, golfing, traveling and fishing.

Contact Charles

O: (334) 322-5658

1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242

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