Retirement Plan Services
Charlie joined Novem Group in August of 2013, although he has been affiliated with the firm for over 10 years. He is responsible for providing retirement and benefit plan solutions for corporate clients as well as wealth management and financial planning services for individuals.
Charlie has been working in the field of Investment Management, Retirement and Benefit Plan Services for over 23 years. Prior to joining Novem Group, Charlie was a Manager of Retirement and Benefits Consulting for a large National Third Party Administration (TPA) Firm, a Senior Conversion Analyst for a National Retirement Plan Provider and Vice President, Retirement Financial Services Officer for one of the largest financial services organizations in the world. Charlie graduated with a Bachelor of Science in Accounting from the John Wiley Jones School of Business at SUNY Geneseo. He currently possesses the designations of Certified Retirement Services Professional (CRSP), Certified IRA Services Professional (CISP), Group Benefits Associate (GBA), Cash Balance Consultant (CBC) and Accredited Investment Fiduciary (AIF®). He is also a candidate for his Certified Financial Planner (CFP®) designation. He is a member of the International Foundation of Employee Benefit Plans, the Financial Planning Association and is on the Board of the New York Employee Benefits Council (NYEBC) and Victor Boys Youth Lacrosse. Moreover, he holds his FINRA series 6, 63 and 65 securities licenses as well as his New York State Life, Accident and Health Insurance License.
In 2018, Financial Times for the third time included Charlie in their annual list of Top Retirement Advisers in the country.
(585) 348-9549 | firstname.lastname@example.org
Check the background of this investment professional on FINRA's BrokerCheck