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Charles "Charlie" Pizzillo, CFP®

Charles "Charlie" Pizzillo, CFP®

Planning Analyst

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

Series 7 securities registered
Series 66 securities registered