Charlie loves to build connections with his clients that go beyond just helping them with their financial needs. He enjoys providing guidance, fostering financial literacy and building long-term relationships based on trust.
“My entrance into the financial industry was sparked by a deep fascination for the intricate world of finance and the opportunity it presents to make a significant impact on individuals’ lives,” Charlie says. “This passion was further ignited by the invaluable lessons and mentorship provided by my father, who has an unwavering dedication to helping clients pursue financial prosperity.”
Charlie has an associate degree from Cuyahoga Community College. As a financial professional who can offer insurance products, Charlie has witnessed firsthand how a comprehensive financial strategy can transform a person’s life. He offers retirement planning services aimed at guiding individuals toward their financial goals.
Charlie has two older brothers (one is his twin), a younger sister he would do anything for, as well as two cats and two dogs. He also appreciates his two loving parents more than they know.
Other than hanging out with his family, Charlie’s favorite thing to do away from the office is sleep. He also likes to stay active through sports and trips to the gym.
However, if there’s one thing Charlie wants you to know it is that he “has always been and will always be a Cleveland Browns fan.” #DawgPound