Charles McLoughlin has been in the Investment industry since 1991. He earned MBA and BA degrees from The University or New Orleans. Charles has been providing investment guidance since 1997. Before then, he worked as an investment analyst for a large New Orleans bank. Since 1999, Charles has been offering 403(b) plan services to educators. He enjoys helping those employees transition into retirement. He started McLoughlin Financial, LLC in 2005 and in 2020 welcomed his daughter, Charlotte, into the practice. Charles enjoys helping clients plan for and pursue their financial goals. In his free time, Charles enjoys reading about history, playing guitar and volunteering at Most Holy Trinity Catholic Church with his wife, Lisa. Charles and Lisa reside in Covington, Louisiana.