Charles Heinzelman
CEO & Founder at C4 Financial Partners
Charles Heinzelman is a tax planning and premium finance specialist serving high net worth individuals. With 16+ years as CEO of C4 Financial Partners, he helps clients grow assets through tax-advantaged strategies.
Background:
• Former compliance officer at Transamerica/InterSecurities
• Licensed attorney (Ohio and Arizona bars)
• Multiple securities licenses for supervision and advisory services
• Specializes in premium finance for clients with $250k+ income and $5M+ net worth
About Premium Finance:
• Uses bank financing with participating whole life insurance
• Creates tax-deductible interest payments while building tax-deferred assets
• Available to qualified high net worth individuals for estate and tax planning
Network in Action Austin:
• Founder and leader of Austin's technology-based networking organization
• Combines traditional networking with mastermind components
• Focus on B2B relationship building and revenue generation
Philosophy: "If you want to go fast, go alone. If you want to go far, go with others."
