As a Planning Analyst, Charlie is responsible for preparing account reviews and analyses for client review meetings. He works closely with the Directors of Planning and Client Services. Charlie was hired as a Planning Analyst after working as a Para-Planner for Financial Fitness. Prior to his tenure at Financial Fitness, he worked as a Financial Advisor for Morgan Stanley and had several roles while working at T. Rowe Price for five years.
Education and Certifications
Bachelor’s degree in Business Management from Salisbury University
CERTIFIED FINANCIAL PLANNER™
Series 7 securities registered
Series 66 securities registered