As a CFP® and CEPA®, Chuck has been helping successful families and businesses achieve their financial goals for 30 years. Chuck has had a diverse career in the financial services marketplace.
He holds a BS degree in accounting from the University of Scranton and an MBA from Penn State University. He achieved his CPA designation and worked for Arthur Andersen and J.P. Morgan. In 1992 he began his career as a financial advisor with New England Financial and completed his MBA during that time. In 2004, Chuck joined Legacy Planning Partners as a founding partner and over his 13-year tenure, he helped grow the firm from 7 advisors in two offices to 21 advisors in three offices with over $1 billion in assets under management. In 2018, Chuck joined FPA Wealth Management as a senior wealth advisor and director of exit planning services. This move was designed to achieve greater independence and access to resources to better serve the unique needs of his clients.
FPA Wealth Management has built a goal-driven and planning-focused model for helping clients. This model emphasizes the delivery of objective advice. This goal-driven approach allows us to give advice that extends beyond investments and financial markets. We serve as financial planners and problem solvers. We focus on the big picture not the daily headlines. Building a diversified investment portfolio is easy. Building a financial plan that asks the right questions and listens to the answers is tough. Pulling everything together to create a customized strategic plan is even tougher.
Chuck currently resides in Downingtown, PA with his wife Alex, son Luke and dogs Jason and Titan. When not working with clients, Chuck spends time coaching, playing golf, competing in triathlons and studying military history.
CERTIFIED FINANCIAL PLANNER (CFP®)
CFP professionals must develop their credentials by completing a comprehensive course of study at an accredited college or university offering curriculum approved by the CFP board. They must pass a comprehensive two-day, ten-hour exam covering topics such as financial planning, tax planning, employee benefits, retirement planning, estate planning, investment management and insurance planning. Prior to entering the CFP program, advisors must have at least three years of experience working as a financial planner. Every two years CFP’s must complete a minimum of 30 hours of continuing education to maintain their certification
CERTIFIED EXIT PLANNING ADVISOR (CEPA®)
CEPA professionals must complete a comprehensive five-day course offered by the Exit Planning Institute. They must pass a four-hour proctored exam covering topics such as business valuation, value enhancement, exit options analysis, transaction structuring and tax planning. Prior to entering the CEPA program, advisors must have at least five years of experience working with business owners in a professional capacity. Every three years CEPA’s must complete a minimum of 40 hours of continuing education to maintain their certification.