Chuck directly oversees all the financial planning and investment management work done at Sovereign Financial.
As a Board CERTIFIED FINANCIAL PLANNERTM practitioner, Chuck understands that sheparding a client’s financial and retirement plan requires more than simply “picking investments”. Instead, he applies his experience as a CERTIFIED FINANCIAL PLANNERTM practitioner to coordinate all aspects of a client’s financial picture: goals, investments, taxes, liabilities, and, estate / legacy planning. By following this disciplined approach he is able to ensure all aspects of a client's financial and estate planning needs are properly coordinated and continuously monitored.
In addition to working with clients, Chuck is a regular commentator on financial topics for The New York Daily News, Reuters and CBS Market Watch. He has been quoted in numerous other publications such as Forbes, USA Today, Elle Magazine and others. He also speaks regularly to groups throughout the New York City and Fairfield County areas on a wide array of financial planning topics.
As an active member of the community, Chuck volunteers his time and expertise by sitting on a number of non-profit Boards in both New York and Connecticut. He is also a participating member of the National Financial Planning Association and American Mensa.Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College.
Chuck resides in North Stamford with his wife, two children and one, very energetic, black Lab. He enjoys all things outdoors -- on the weekends you will find him with his family hiking the Mianus River, camping at the Ward Pound Ridge Preserve, skiing in VT or boating on the Long Island Sound.