Bio Charles Dzama, Investment Adviser Representative

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Charles Dzama, Investment Adviser Representative

Founder, CD Financial

Phone: 949.359.5100

Charles Dzama is the founder of CD Financial ( He has passed the Series 65 securities exam and holds life insurance licenses in California, Colorado, Nevada, Washington, Florida, Pennsylvania and Missouri. Charles is registered as an Investment Adviser Representative. He has taught both retirement and federal benefits seminars for such notable agencies as the DEA, U.S. Marshals, OPM, Small Business Association, U.S. Navy, Air Force, FDIC, IRS and many more. He has assisted thousands of federal employees in understanding their benefits and retiring successfully.

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