As the Director of Financial Planning, Chuck leads firm-wide efforts to drive consistency of financial planning services provided to clients across all advisory teams. He serves as an internal expert on financial planning best practices and facilitates the deployment of subject matter experts to client relationships as needed. Chuck’s areas of specialty include retirement planning; education planning; insurance and risk management analysis; Social Security claiming strategies; tax planning; and trusts and estates.
Prior to joining JFS, Chuck worked as the Director of Financial Planning at MFA Wealth, an independent Registered Investment Adviser (RIA) with approximately $370MM AUM in the South Hills of Pittsburgh.
Chuck received a Bachelor’s Degree of Business Administration (BSBA) with a major in Finance and minor in Economics from the University of Pittsburgh. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Analyst (CFA®) Level III Candidate (May 2022), and member of the CFA Society of Pittsburgh.
Outside of work, Chuck enjoys spending time with his wife and their two young children. Some of his hobbies include riding bicycles, playing baseball, powerlifting, watching films, and sous vide cooking.