Charles D. Irvin, CFP®, RICP®, ChFC®, CLU®

Wealth Management Advisor


Charles Irvin began his career with Northwestern Mutual as a college intern while attending UNC-Chapel Hill's Kenan- Flagler Business School. As an intern, Charles was recognized as a top performer nationally. Charles continued to be recognized both locally and nationally throughout his first few years based on his exponential growth and success.

As a Northwestern Mutual Financial Advisor, Charles can offer his clients exclusive access to high-quality investment and wealth management programs, as well as services that can help them achieve their financial security goals.

In 2014 Charles was recognized as the #2 College Unit Director in the nation. This award recognizes outstanding advisors for their productivity and the recruitment and development of students through Northwestern Mutual's college internship program. Charles continues to work with the college students in the internship program with the hopes of being able to share this great career opportunity with others.

Professional Designations

Charles earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) certificate from the Certified Financial Planner Board of Standards, Inc. This certification shows his continued education and expertise in the area of financial services.

CFP® certificates are earned by the financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

To best serve his clients with insurance needs Charles also acquired his Chartered Life Underwriter (CLU®) designation from the American College.

For more than 80 years, the CLU® designation has been widely recognized and respected throughout the industry as a mark of superior educational standards and professional excellence for life insurance professionals. For Financial Representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Professional Organizations

Charles has qualified as a member of the Million Dollar Round Table (MDRT) since 2012. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

The mission of MDRT is to be a valued, member-driven, international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service, and productivity.


Charles is also a member of the National Association of Insurance and Financial Advisors (NAIFA) of North Carolina. NAIFA protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.

The mission of the National Association of Insurance and Financial Advisors (NAIFA) is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck