Charlie is a retirement planning professional whose career in the financial services industry spans over 35 years. He develops and implements wealth management strategies for clients, applying his extensive knowledge in portfolio management and retirement income planning. Other areas of expertise include equity research, portfolio hedging strategies and new business development.
Charlie is firmly committed to building long-term client relationships and delivering the highest level of exceptional client service. He devotes the time to listen carefully to each client's goals, values and concerns, and then diligently works to personalize a strategy and plan designed to help achieve their financial objectives. For nearly 30 years, Charlie hosted "Money Talk," one of the longest-running financial radio talk shows. He was passionate about helping listeners address their financial questions and concerns.
Charlie earned a bachelor's degree in business management from Manhattan College. He continues his personal growth through his studies of martial arts and Sensei life-guiding principles such as discipline, focus, strategizing and education.
Charlie resides in Naples, FL with his wife of more than 35 years, Pam. They have two loving daughters, Christina and Michelle and three grandchildren.
Raymond James is not affiliated with the above organizations and/or charitable causes.
