About Ascend Financial Group
We listen more than we talk
At Ascend, we listen more than talk… enabling us to gain a deeper understanding of your needs and goals. Our goal is to elevate you to new level of financial stability. We build relationships that will last for the long-term, understanding that your needs and goals will change through the years.
Charles Bobo
As the founder, Charles’ vision is creating a high-touch boutique financial services firm that focuses less on client quantity and more on client quality. With more than 25-years experience in the financial services industry, he founded Ascend in 2018 to focus primarily on those approaching retirement and small businesses owners. He has established relationships with the top A-rated financial service companies, empowering Ascend to address nearly every client need.
Jason Anderson
Jason has worked as a financial services representative for over 20 years. He specializes in working within the business and investment community, and has helped business owners and investors navigate the complexities of taxes and protecting and growing assets. A few groups he has partnered with are the Small Business Administration and the Small Business Development Corporation. He also has extensive experience in working with Federal Employees.
Matthew Sanchez
Matthew is Ascend’s newest advisor. He is a graduate of the University of Colorado at Colorado Springs. His background is marketing, financial operations, and logistics management. This experience gives him an excellent segway into working closely with clients in helping manage their financial strategies in the areas of safe money investments that focus primarily on foundational wealth accumulation and legacy planning.
Guiding Principles
We don’t do anything our mothers would not be proud of.
We treat clients with the utmost respect and integrity.
We seek to empower our clients for financial success.
We understand success is a marathon, not a sprint.
We are entitled to nothing, but work to earn everything.