Paul interviews Charles Irvin of Luca Partners about his investment firm in the Triangle area (office locations in Raleigh & Durham). Charles has been with Northwestern Mutual since graduating college and has 10 years of experience in finance under his belt.

While Luca Partners is new, the partners have been working together for a long time. Charles speaks about the formation of his firm and how they adjusted to the global pandemic. He talks about how hard his team worked to adjust their clients portfolios when the market went down.

Listen to find out about how Luca Partners can help you reach your financial goals.

You can connect with Charles through the following platforms:

Website: luca-partners.com

LinkeIn: linkedin.com/in/charlesirvin-nm