About Us

Charlie has over 25 years of experience providing investment and insurance services to his clients and over 40 years of experience in tax preparation and accounting. Born and raised in the Bronx, New York, he holds a Bachelor of Business Administration degree from Adelphi University and is a member of Pi Lambda Phi Fraternity. He has also completed the New York University School of Continuing Education, Continuing Education in Law and Taxation program in Personal Tax Counseling. Charlie holds FINRA Series 6, 22, 62, 63 and 65 registrations as well as licenses for variable and fixed annuities, accident/health and life insurance. He is licensed/registered in Connecticut, Florida, Maine, New Jersey, New York, North Carolina, South Carolina, Texas and Virginia.

Charlie and his wife, who is a health educator/adjunct assistant professor currently teaching at Hofstra University, relocated to Indian Land, South Carolina, a suburb of Charlotte, North Carolina in 2015. They previously lived in Malverne, New York for 32 years. Charlie had volunteered for 24 years with the Malverne Police Reserve retiring as Chief of Reserve Police. They have two married daughters. One with a small child living in Fort Mill, South Carolina. The other graduated from UNC Charlotte and is now a marketing executive living in New York City. Having financed two college educations and weddings he is well aware of the importance of planning for future goals and believes that developing a personal relationship with each client is key to understanding their objectives.