About

The Story Of CG Wealth Solutions

Charles Gaillard is a professional Financial Analyst and Award-winning Sales 

Director in building a Life, Annuity, Disability, Annuity, Long Term Care, Small Business Solutions and Investment Agency distribution channels.  

Awarded the Diamond Levels of Distinction; Field Management Award; Coach of the Year, Gama International’s Front Line Leader Award and Sales Leaders Roundtable. Credited consistently for recruiting and building cohesive, award-winning sales teams. Charles is a proud father of three children and a grandfather.  He is a family man often planning and hosting his immediate and extended family to travel experiences and enjoys quality time. He has been passionate about the Financial Services Industry with over 29 years of dedicated service. 

His first position out of college was as a financial services Sales Representative with Mutual of Omaha (they joke and say he was born in the computer room). 

Charles is a driven, strategic Sales Director bringing extensive experience in leading sales teams within financial skill-sets at developing and implementing sales staff recruiting programs, as well as training staff cross-functionally in sales processes. He has developed productive and profitable representatives through recruiting and training sales staff. Applied a collaborative discovery process to determine client suitability.  Known as “The Growth-Oriented Participative Leader” He relates to his team members from the field level, thereby providing a sense of community and familiarity, which works to drive better results. A characteristic quote Charles states “Nothing happens to a sleeper but a dream! You either make it happen or you watch it happen!” 

 Charles earned a Bachelor of Arts, Business Administration and Criminal Justice, Fairmont State University, Fairmont, WV.  Charles took that degree and Certifications: Life, Accident & Health License, Series 6,63 & 24. The CG Wealth Solutions Group has licensed representatives nationwide offering State Approved Plans in MD, NC, NJ, NY,CT OH, PA, VA, GA, CO,FL, LA, OK, MI, TX, CA, DE, MA, and WV. His specialty is Sales Cycle Management, Team Building; Marketing, Advisor Development, Staff Recruiting, Staff Training, Project Management, Client Needs Analysis, Cross-Functional Leadership, Product Research, Strategic Planning. 

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