C.B. “Doc” Faulkner entered the financial services industry in 1980 and is currently a partner with Freedom Equity Group of San Jose, CA since 2006. Mr. Faulkner is a Certified Financial Planner and Certified Senior Advisor. He was formerly president of his own firm in Saint Louis, Missouri under the name C&S Financial Services. He has held securities license in the past and currently hold insurance license in several states. In 1980 he joined a major life insurance company and in 1986 he became a part of a major health insurance firm where he was a top producer in Disability Income and Life Insurance in his first year with the company. He also completed Life Underwriters Training in 1989.
Mr. Faulkner currently has offices in Charlotte, NC where he continues his financial planning and insurance practice. He has hold financial freedom workshops for organizations such as small businesses, churches and other not-for-profit groups. He is a consultant as well as a practitioner in the financial services arena.