Phone: (484) 351-2137
As a CFP®, Chuck helps successful business owners to develop and maintain a lifetime strategy for understanding, managing and deploying their assets and cash flow in an organized and efficient manner. Chuck will help build, manage and coordinate the professional financial advisory team to make sure everyone is working in the client’s best interest.
Chuck has been a Senior Partner with Legacy Planning Partners since 2004. Prior to that, Chuck was a Senior Advisor with New England Financial Group in Wayne PA for 12 years, a Financial Analyst with J.P. Morgan Bank of Delaware for 3 years and a CPA and auditor with Arthur Andersen& Co. in Philadelphia for 4 years.
Chuck is a graduate of the University of Scranton (B.S. in Accounting) and Penn State University (Masters in Business Administration).
Chuck resides in Downingtown PA with his wife Alex, son Luke and dogs Jason and Titan. Chuck enjoys coaching youth sports, playing golf, competing in triathlons and reading military history.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them .Chuck is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 4/2016 TN1481300