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Name
Charlie Yoachum
Title
National Sales Manager
Bio
Charlie Yoachum began his wholesaling career in 1993 with Planco Financial services. Coinciding with the Hartford Financial acquisition of Planco in 1999, he was promoted to Southwest Division sales manager. In 2004, he was promoted to Vice President, Central Division sales manager, later becoming responsible for Western U.S. Sales. As a National Sales Manager at Wealthvest, Charlie manages and trains the regional consultant wholesaling team for WealthVest. He manages relationships with brokerage firms, independent BD’s, bank investment programs, and financial institutions.
Charlie graduated from the University of Texas at Pan American with a Bachelor of Business Administration in Economics. Charlie and his wife, Patti, have two children, and currently reside in Port Aransas, Texas. When he isn’t working, Charlie is an avid hunter and fisherman.
Charlie graduated from the University of Texas at Pan American with a Bachelor of Business Administration in Economics. Charlie and his wife, Patti, have two children, and currently reside in Port Aransas, Texas. When he isn’t working, Charlie is an avid hunter and fisherman.
