Focus:
Individual wealth management including Financial Planning, Investment Advisory and Management, Retirement Income Planning, Estate Planning
Education and Experience:
BS Degree, Syracuse University, Worked in Public sector, Managed chain of radio stations, Certified Financial Planner, 37 years’ experience as a Financial Advisor and client confidant.
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, traveling, reading, target shooting.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.