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Charlie Ochs

Clear Path Advisory Group  »     »   Charlie Ochs

Charlie is the Operations Manager of ClearPath Advisory Group LLC. He began his financial services career with Prudential in 2012 as a Financial Professional and Financial Advisor. His goal is to help ClearPath bring financial insight to its advisory clients using not only his skills and education in the financial industry, but also his higher education and life experiences where he gained knowledge of business operations and understanding of the journey individuals take through life. His objective as Operations Manager is to build and monitor systems that help ClearPath prepare clients for the future and overcome challenges, without sacrificing current needs and desires.

His first career was in broadcasting and began in 1962 as a disc jockey. It lasted until retirement in 2008 as a Senior Vice President with CBS Radio operating groups of radio stations. He has been inducted into the Country Radio Hall of Fame, and Texas Radio Hall of Fame.

His life experience as a worker, then as a manager and corporate executive built a strong knowledge of organizational needs and methods to solve business operation issues. This experience has carried over into his roles in the financial industry for a deep understanding of business organization and the individual nature of each person’s financial situation.

He attended Southern Oregon College, the University of Oregon, and Arizona State University.
Charlie is a decorated veteran of the Vietnam War where he was a sergeant and combat correspondent for the Army in the 9th Infantry Division. Among other commendations and battle ribbons he was awarded two Bronze Star Medals along with Two Purple Hearts for injuries suffered in combat and an Army Commendation Medal with “V” device for valor.

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Charlie Ochs holds securities registrations in the states of FL, GA, OR, TX, WV

Charlie Ochs holds insurance licenses including fixed and variable annuity and variable life insurance in the states of FL, GA, OR, TX, WV