Chuck understands the importance of working as a Fiduciary and uses those standards to oversee the financial planning and investment management work done at Sovereign Financial.
As a Board Certified Financial Planning™ practitioner, Chuck understands that shepherding a client’s financial and retirement plan requires more than simply “picking investments”. Instead, he applies his experience as a CFP® professional to coordinate all aspects of a client’s financial picture: goals, investments, taxes, liabilities, and estate / legacy planning.
In addition to working with clients, Chuck is a regular speaker and commentator on financial topics and has been featured in Forbes, The New York Daily News, Reuters, CBS Market Watch and numerous other media outlets.
Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College.
