101 Federal St #800
Boston, MA 02110
Family is the most important part of my life. My wife and I live in Duxbury, MA with our three kids and adopted pup, Trusty. I spend a lot of time cheering for and coaching my kids at baseball, hockey, soccer, and dance. We enjoy spending our summers at the beach and exploring all that New England has to offer with the kids.
As a financial planner, I have been helping educate and serve clients in New England since 2012. My specialty lies within the family and individual planning market. I love meeting families with children and professionals who are trying to learn more about their finances and set themselves up now – and in the future. I want my clients to be able to focus on what is most important to them.
I have partnered with the Commonwealth Financial Group, a Boston-based firm that was formed in 1857, for three key reasons:
• A truly open architecture with the highest quality financial products available without bias
• A comprehensive and holistic planning process based around client education and strategy
• Fortune 100 corporate resources with a local, boutique firm feel
I value trust, transparency, teamwork and relationship building as the cornerstones of my practice. My approach to planning is simple – educate clients about what they have, weigh the positive and negative impact of each decision, and make ongoing improvements to a financial plan that are easy to understand and implement.
Financial planning goes far beyond just investments. Whether you are a successful business owner or a young family with mouths to feed, the education and strategies I provide will help put your financial mind at ease.
When I’m not assisting clients, I also enjoy getting involved in the local community and support different programs around the South Shore. I also host retirement planning workshops for those thinking of retiring in the near future, and financial literacy programs with local groups and businesses.
- Insurance Strategies
- Investment Strategies
- Business Owners
- Special Care
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Risk Management Strategies
- Estate Planning
- Financial Education
- Business Succession Planning
Check the background of this investment professional on FINRA’s BrokerCheckSee Charles’s Licenses and Disclosures