Charlie was raised in Philadelphia and graduated from Chestnut Hill College. Considering his upbringing, he appreciates the blue-collar work educators do and how much of an impact they have on our society. He is passionate about helping educators with their personal finances and retirement plans as well as their spouses. He aims to help educators expect more out of their financial planner.
As a part of EWS, Charlie works intently with educators and their families to understand their needs, and desires to take advantage of relevant financial strategies that complement their employer benefits. While forming each client’s financial strategy, he considers that everyone’s situation is different and therefore no strategy is the same.
Charlie resides in Glenside, PA. In his free time, he practices Brazilian Jiu Jitsu and enjoys spending time with his nieces.