Charles D. Dodds Jr., CFP®, CLU®, ChFC®, CIMA®
President & Senior Portfolio Manager
Charles D. Dodds Jr. is the President and Senior Portfolio Manager of Dodds Wealth Management Group. He has been a financial advisor for more than 35 years. He focuses on investment planning, retirement income planning, and risk management. He also coordinates with CPAs and attorneys to help his clients with their estate planning and income tax needs.
To better serve his clients, Charles has obtained the following designations:
- CERTIFIED FINANCIAL PLANNER® (CFP®) professional
- Certified Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Certified Investment Management Analyst (CIMA®)
Charles grew up in Salem, Missouri. He attended the University of Missouri and graduated from the St. Louis College of Pharmacy in 1970 where he received a Bachelor of Science in Pharmacy. After pharmacy school, he worked in Springfield, Missouri. Charles was then drafted into the United States Army in 1971 and was stationed at William Beaumont Army Medical Center as a Pharmacist. After completing his military service, he stayed in El Paso, Texas, and worked as a pharmacist in retail and hospital settings. In 1985, he began his career as a financial advisor with Merrill Lynch. Charles has since worked continuously as a financial advisor and in June of 2021, opened his independent practice, Dodds Wealth Management Group LLC, with his son Adrian, also a CERTIFIED FINANCIAL PLANNER® professional.
While working in a pharmacy, Charles met his wife Julieta, also a pharmacist. They have three sons, Charles III, Adrian, and Alex. Charles was very active in Boy Scouts and was the Scoutmaster for Troop 59. Charles III and Adrian are both Eagle Scouts. Alex was also active in Boy Scouts for many years.
Adrian F. Dodds, CFP®
Senior Financial Advisor & Managing Partner
Adrian is a Senior Financial Advisor and Managing Partner of Dodds Wealth Management Group. Adrian has obtained the CERTIFIED FINANCIAL PLANNER® certification and is committed to always working in his clients' best interests when providing financial advice. With over 20 years of experience in the financial planning industry, Adrian is a seasoned professional.
To better serve his clients, Adrian stays informed and up-to-date on changes in the financial planning world. Adrian focuses on investment planning, retirement income planning, estate planning, and risk management and brings his experience and knowledge to develop tailored solutions to help meet his clients' specific needs. He helps clients plan, build, and protect their wealth so they can be ready for every season of life. Additionally, he coordinates with his clients' professional team (CPAs, attorneys, etc.) to align with tax and estate planning strategies.
In 2002, Adrian received a Bachelor of Science in Family Financial Planning from Texas Tech University, where he was a member of the cross-country team and indoor/outdoor track team. After graduation, he began his career with Cornerstone Wealth Advisors, Inc. in Minneapolis, Minnesota.
In 2007, Adrian had the opportunity to return to El Paso, Texas, and work with his father, Charles D. Dodds Jr.; his return brought a new perspective and a different skill set, which complemented his father's practice.
Adrian enjoys supporting and giving back to the community. He is a current board member of the Foundation for the Diocese of El Paso and has served on various boards and advisory committees. Furthermore, he served as Head Cross Country and Long-Distance Track Coach for his alma mater, Cathedral High School, and coached the team to a State Championship in 2014.
Adrian's interests and activities complement his professional life. As a child, he was very active in the Boy Scouts of America and reached the rank of Eagle Scout. He enjoys spending time with his wife, Ana, and their two daughters, Adriana and Alejandra. He also likes trail running, exercising, and reading.