
Charles Princeemail
48 South Service Rd Suite 400
Melville, NY 11747-2335
Professional Story
I focus my practice on the risk and wealth management, and insurance, financial and investment planning needs of individuals, families and business owners.
I have a passion for educating and motivating my clients to feel confident about their financial futures. Prior to joining Charter Oak, I spent a decade in professional investments for individuals and households.
Outside of the office, I enjoy boxing and strength training, in addition to cooking and other outdoor activities. I also earned the highest achievement rank from the Boy Scouts of America, the rank of Eagle Scout.
Practice Areas
• Risk Management
• Insurance Planning
• Financial Planning
• Investment Planning
• Wealth ManagementCommunity Involvement
Boy Scouts of America, Eagle Scout
Languages:
- English
Specialties:
- Insurance Strategies
- Business Owners
- Risk Management Strategies
- Retirement Income Planning
- Retirement Strategies
- Financial Education
- Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck
See Charles’s Licenses and Disclosures