Charles McCann


    Focus: Insurance Strategies, Business Owners, Retirement Strategies, Business Succession Planning, Risk Management Strategies, Financial Education, Student Loan Refinancing, Investment Strategies, Retirement Income Planning, College Funding Strategies

    Languages: English

    Charles McCann having been working in the Financial Services industry for almost 3 years. Prior to becoming a Financial Coach, he received his Bachelor of Science in Business Administration from Long Island University Post (LIU Post). After graduation, he went on to play basketball professionally in Uruguay.

    After his basketball career, he knew that he wanted to learn more about finance because growing up he watched his parents work hard and work as a team.  Charles’s mother was a Correction Officer and his father a Bus Driver for the MTA, both have since retired and are working part-time jobs in what should be their retirement years. Charles's goal is to provide his community with the education to make informed decisions throughout their lifetime, that will have an impact for generations.

    Charles enjoys spending time with my high school sweetheart and fiancé Nicole, as well as their friends and family.  He still enjoys playing basketball recreationally and even coaches 5th grade, 7th and 8th grade AAU basketball teams.

     

    I am licensed to sell Insurance Products in the following jurisdictions:

    CT, NJ, NY, PA, SC, WA

     

    Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

    See Charles’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

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    Center for Wealth Preservation, LLC

    Main Office

    6800 Jericho Turnpike Suite 202W
    Syosset, NY 11791

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    CRN202209-270995