Qualifications
Charles is a graduate of Duquesne University where he earned a bachelor’s degree in business administration. He entered the financial services industry in 1982 and has acquired a wealth of investment experience in a variety of investment climates. Charles attained the CERTIFIED FINANCIAL PLANNERTM certification and completed RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). Retirement, college and estate planning for the current and next generation are just some of the services he provides to clients. Charles is proud of the fact that he meets with his clients personally to make sure he understands their investment objectives and, most importantly, their individual levels of risk tolerance. Charles has passed the Series 7, 63 and 65 FINRA examinations and his life insurance license.
Personal
Charles has resided in Randolph, New Jersey, since 1994 with his wife Lisa and their three children, Michael, Christine and Maria. He is active in his church community and enjoys coaching youth basketball.
