Charlotte Hillegas
Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data. Click the award icon to learn more.
A graduate of the University of Texas at Arlington with a Bachelor of Science degree in Exercise Science, Charlotte holds Series 6, 63, 65 and 7 securities licenses plus state life, health and property-and-casualty insurance licenses. She is a member of the Financial Planning Association.
Understanding that the single most powerful contributor to financial well-being is behavior, Charlotte works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Charlotte is ready to assist clients as they pursue their goals through a lifetime financial journey. Charlotte's experience in the field of sports therapy has helped her to understand the challenges that act as barriers to personal success in all aspects of life. She applies these training principles to supporting her clients toward productive, lifelong financial habits.
Married with one child, Charlotte enjoys volunteering at her church, shopping and spending time with family and friends.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.