Charles A. Roe CPA
Charles is a founding member of Innova Wealth. He is a seasoned CPA and financial advisor serving families, business owners, and medical professionals. His primary focus is to help bring clarity and direction to his client’s financial goals. He has been able to achieve this by implementing an integrated approach to wealth management through the coordination of financial planning, retirement income and investments, tax mitigation, and
risk management.
Charles is a graduate of Texas Tech University with a degree in accounting and an MBA in finance. He began his audit and tax career while earning his CPA designation. With this experience and knowledge of tax, he began his financial services career in 2008 as an independent financial advisor and later founded Innova Wealth in 2015.
Charles and his wife, Kari, reside in Richmond, Texas, with their two children, Grace and Hank. The family enjoys playing tennis, raising border collies, and road trips across Texas.
