Charles hasn’t always been in the financial services industry. He earned a degree in Engineering Technology from Northeastern University in Boston, has worked as a product engineer and owned his own industrial company for nearly a decade. But then he fell in love with finance and helping people plan for and achieve financial success. He’s worked in the financial services industry for more than 15 years, and he’s as passionate about it today as he was when he started.
Because, as the father of three children, he understands how important financial security is and that it’s reachable through careful, strategic planning. Simply put, he understands the value of financial peace of mind, and he’s dedicated to helping each of his clients achieve it. When he’s not helping clients secure their financial future, Charles enjoys spending time with his children, golfing, traveling and fishing.