Edward Jones-Financial Advisor: Charisa Henckel

Edward Jones-Financial Advisor: Charisa Henckel Our team is dedicated to helping gain clarity and confidence. Let's connect to discuss how I can help you build a brighter financial future.

Having earned my Certified Financial Planner (CFP®) designation, I empower clients with tailored financial assessment for retirement, investments, and estate considerations. Having earned my Certified Financial Planner (CFP®) designation, I am passionate about empowering individuals and families to achieve their financial goals through comprehensive financial analysis. My approach begins with unde

rstanding what matters most to each client, followed by a tailored process to assess your financial landscape and develop personalized strategies. Whether it's planning for retirement, managing investments, or helping protect wealth through risk assessment, I am dedicated to guiding my clients toward financial security. I am honored to partner with clients for life, providing ongoing support to navigate life's milestones and helping safeguard your hard-earned assets. I am honored to partner with clients for life, providing ongoing support to navigate life's milestones and safeguard your hard-earned assets.

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you s...
08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4gcVJ8G

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!
07/04/2026

Happy Birthday, America! 250 years looks good on you. Wishing everyone a fun and safe 4th of July!

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents ca...
06/21/2026

Do you need a will, a living trust or both? Understanding the key differences between these estate-planning documents can help you determine how to address your unique needs. Here's what you should know.

A comprehensive estate plan involves multiple documents, but two key ones include a will and a living trust. It’s important to understand how these documents differ.www.edwardjones.com/us-en

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life...
06/11/2026

Your employer’s life insurance policy can serve as a valuable safety net if something were to happen to you. But is life insurance through work enough? What happens if you lose your job? Here are some factors to consider.

Our guide to help you figure out how much and what type of insurance you need.www.edwardjones.com/us-en

06/05/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/4uWeUd0

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Fin...
06/02/2026

Don't know the difference between a traditional and a Roth IRA, or which one makes the most sense for you? Visit our Financial Fitness site to learn which is which, and whether either makes sense for your financial strategy.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

Address

530 Center Street NE, Suite 600
Salem, OR
97301

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2pm

Telephone

+15033934677

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