Tune into Retire Like A Pro, Saturdays at 12PM on AM 930 where Charlie Watt, a financial professional, aims to educate his listeners of how to protect and safely grow their assets and to ensure their retirement income. For some, that means Tax-Free Income! When meeting with clients, Charlie and his team are committed to helping you reach your financial goals at any stage of life. True wealth means being able to face the future with financial confidence.
Charlie Watt, Founder of Castlebay Financial
He grew up in Ohio and attended the Northfield Mount Hermon School in MA and Brown University in RI, graduating with a BA degree in English. After college, he taught English, coached, and mentored young men at a boys’ preparatory school in MD. Subsequently he worked in senior sales and financial roles for IBM and 2 major US banks, and in 1990 established his own consulting practice in Boston.
In 2004 Charlie relocated to Florida and began working with families to protect and safely grow their assets and to ensure their retirement income. For some, that means Tax-Free Income! He travels throughout the country meeting with individuals and large groups to present and discuss his safe money planning strategies. He can be heard regularly on the radio in SW FL.
His home is in Sarasota, Florida, and his passions include his wife Becky, 2 children, 5 grandchildren, golf and writing. A major NY publishing house has requested the rights to publish his first book. He is involved with his church and volunteers and supports multiple local charities.
We offer regular events to help inform and empower retirees and pre-retirees in our community for the future. Light, fun, and informative — they’re something you won’t want to miss!