Chuck has been in the financial services business for more than 40 years. Originally from Connecticut, Chuck moved to South Florida in 1989. Chuck attended the University of Connecticut and served with the United States Navy.
Chuck is a Certified Financial Fiduciary (CFF®), a Certified Estate Planner (CEP®), a Registered Financial Consultant (RFC®) and a Certified Social Security Claiming Strategist (CSSCS). He has a life and health insurance license and has had his own company since 1989. He specializes in a “macro-economic” planning process that educates, counsels and guides clients through the maze of financial information to help them reach their maximum financial potential.
Chuck is married to Tami and has two children, Courie and Kellie, and six grandchildren Jared, Vada, Asher, Aria, Kellan and Kannon.
Designations & Certifications
- CFP® – CERTIFIED FINANCIAL PLANNER™
- CEP® – Certified Estate Planner
- RFC® – Registered Financial Consultant
- CSSCS – Certified Social Security Claiming Strategist
- CFF® – Certified Financial Fiduciary
Our Services Include
- Social Security Optimization
- Asset Protection
- Wealth Preservation
- Tax Minimization Strategies
- Legacy Planning
- Debt Elimination
- Income Planning
- Annuities
- Life Insurance
Your request has been submitted successfully.
