Charles Watt - Safe Money Advisor, IRA /401(k) Rollover Specialist and Author


Charlie Watt is CEO and Founder of Castlebay Financial LLC and has worked extensively in the field of financial management.  In addition he is the author of a coming-of-age memoir which was a finalist with the Florida Writers Association and has been accepted for publication by a major NY publishing house.  

Charlie grew up in Cleveland, Ohio and graduated from the Northfield Mount Hermon School and Brown University.  Following college, he taught English and coached football and lacrosse at a boys’ preparatory school in Maryland.  Subsequently he worked in senior sales and financial roles for IBM and two major US banks, and in 1990 he established his own consulting practice in Greater Boston.        

In 2004 Charlie relocated to Florida and began advising and working with people to show them how to protect and grow their assets and to guarantee their future retirement income.  He travels throughout the country meeting with individuals and large groups of people to present and discuss his strategies and ideas regarding safe money retirement planning. 

Let Charlie show you how to grow your money with potential double digit returns safely and securely, how to completely protect your money from stock market losses or downturns, and how to grow your money not only tax-deferred like a 401(k) or IRA but also how you can access your money tax free, unlike a 401(k), and without the contribution limits of 401(k)s and IRAs.  For more information visit  

Charlie makes his home in Sarasota, Florida.  His passions include his two children, four grandchildren, golf and writing.  He is involved with his church and volunteers with local charities.