Specialty area: Consumer Packaged Goods (CPG) Professionals

Prior to becoming a financial planner, Charlie spent over a decade in CPG. In the midst of his own career progression, relocations, getting married and having kids, Charlie, like many of you, needed to navigate how to achieve his family’s goals using a combination of workplace benefits and options outside of work to fill in the gaps. Let him help you do the same.

Charlie has a passion for helping early-career and mid-career CPG clients build confident financial plans so that they can enjoy today while knowing that they’re on track for a successful tomorrow, too. 

Whether it’s navigating your 401(k), pension, relocation, health benefits, flexible spending accounts, restricted stock shares, or anything else in between, get a guide by your side with Charlie on your team.  “Your Better Future Awaits”.

Check out the ongoing partnership and
one-time review service options available below: