Broker Check
Charles E. Stone, CFP®

Charles E. Stone, CFP®

Wealth Management Advisor

Focus:

Individual wealth management including: Financial Planning, Investment Advisory and Management, Retirement Income Planning, Estate Planning


Education and Experience:

BS Degree, Syracuse University Certified Financial Planner™  Deputy Sheriff, Portland, Maine Managed family-owned radio stations Began investment career in 1985 at Paine Webber 36 years’ Financial Services experience.


Philosophy:

Chuck works as a fiduciary with individuals and families to help build Net Worth, manage financial assets through the lifecycle, and pass assets to the next generation.  Personal Motto: “This is your money; I help you manage it”


Personal:

Chuck lives in Wexford, PA with his wife, Barbara. Outside interests include: Ballroom dancing, pickleball, sailing, traveling, reading, target shooting.

Securities and advisory services offered  through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member  FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.