Charlies mission is to provide his clients with a vast array of resources to help them develop strategies for his clients to help build wealth, reduce taxes, and protect the people who depend on them for support. Charlie serves his clients with financial planning, business, estate and retirement planning. Through these processes he offers both insurance and investment products.
Charlie began his career in the field of corporate purchasing for a Fortune 500 company. After several years in purchasing and manufacturing, he spent the balance of his career in various sales and marketing positions within the U.S., as well as traveling to several international markets for the relocation industry. He has an abundance of experience in servicing the person to person relationship, as well as business to business sales.
In his spare time, Charlie currently volunteers on the City of Norwalk Historical Commission. He enjoys participation in local community activities and his hobby of, pastel landscape painting. In past years, he was co-founding Chairman of Norwalk Communities In Schools and a variety of positions for the City of Norwalk boards and commissions. Charlie is a past member of the Connecticut Pastel Society, East Norwalk Business Association, East Norwalk Improvement Association and the Greater Norwalk Master Builders Association.
Charlie resides with his wife Rosemary, in Norwalk, Connecticut, where they, and their two children, were born and raised. A product of Norwalk school system, Charlie obtained a Bachelor of Science in Business Administration from the University of Connecticut and a Master of Business Administration from the Sacred Heart University.
He holds the following securities registrations: Series 7 General Securities Representative, Series 6 Investment Company Products/Variable Contracts Representative; Series 63 Uniform Securities Agent State Law; and Series 65 Uniform Investment Advisor Law. He holds insurance licenses in NY and CT: License for Life, Accident and Health. Charles is a Registered Representative of INVEST.