MEET CHARLES THEISEN, CTBA, CES
CERTIFIED TAX & BUSINESS ADVISOR
Charles Theisen is a highly sought-after speaker, accomplished wealth strategist, and seasoned business maverick with nearly four decades of industry experience. As a Certified Tax and Business Advisor (CTBA) and Certified Estate Specialist (CES), he is widely recognized by his peers as 'The Tax and Debt Strategy Guy.'
Charles' business philosophy, 'Own Nothing and Control Everything,' is the foundation of his team's bespoke tax-saving structures, asset protection, and estate planning strategies. His expertise empowers clients to safeguard and optimize their wealth through innovative financial frameworks.
Beyond his professional success, Charles is a contributing author to Visibility: Success Stories from Elite Leaders alongside Dannella Burnett. He is also a throat cancer survivor who has devoted over 37,000 hours to caregiving. His personal journey inspired him to establish a nonprofit organization dedicated to supporting cancer patients and caregivers, reflecting his deep commitment to making a meaningful impact on both businesses and lives.
MEET CHARLES THEISEN, CTBA, CES
Certified Tax & Business Advisor
Charles Theisen is a highly sought-after speaker, accomplished wealth strategist, and seasoned business maverick with nearly four decades of industry experience. As a Certified Tax and Business Advisor (CTBA) and Certified Estate Specialist (CES), he is widely recognized by his peers as
'The Tax and Debt Strategy Guy.'
Charles' business philosophy,
'Own Nothing and Control Everything,'
is the foundation of his team's bespoke tax-saving structures, asset protection, and estate planning strategies. His expertise empowers clients to safeguard and optimize their wealth through innovative financial frameworks.
Beyond his professional success, Charles is a contributing author to
Visibility: Success Stories from Elite Leaders alongside Dannella Burnett. He is also a throat cancer survivor who has devoted over 37,000 hours to caregiving. His personal journey inspired him to establish a nonprofit organization
dedicated to supporting cancer patients and caregivers, reflecting his deep commitment to making a meaningful impact on both businesses and lives.
discover why so many say...
"i like charles!"
Experience the expertise, passion, and game-changing strategies of Charles Theisen, your trusted Certified Tax & Business Advisor.
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SERVICES
STRUCTURES AND STRATEGIES TO ACHIEVE BREAKTHROUGH RESULTS IN THE AREAS OF WEALTH AND HEALTH
Wealth
Strategies
Discover personalized financial plans designed by Charles' team to optimize wealth accumulation and management, tailored to your goals.
Business Empowerment Workshops
Elevate your business acumen through dynamic workshops led by Charles, where cutting-edge insights and strategies drive sustainable growth and success.
Tax Saving Structures
Maximize tax efficiency with Charles' innovative frameworks, tailored to your financial profile, ensuring optimal preservation and growth of your assets.
Non-Profit Initiatives
Join Charles' philanthropic efforts supporting cancer patients and caregivers, fostering a community of compassion and making a meaningful impact in healthcare.
Disclaimer: Charles Theisen is a Certified Tax & Business Advisor (CTBA) and Certified Estate Strategist (CES) but is not a CPA, attorney, or licensed financial advisor. He provides education and strategic tax planning insights, but his guidance should not be considered legal, tax, or investment advice. While Charles Theisen does not personally prepare tax returns, represent clients in audits, or provide legal services, his team of qualified professionals includes licensed financial advisors, CPAs, and tax experts who offer these services. Clients should consult with the appropriate licensed professional for their specific needs. No guarantees of financial outcomes are made.
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