Smithville, New Jersey
Agent/Broker of Standards
Insurance Standards of Care
Following graduation from Lehigh University, Charlie entered the insurance industry as an Employee Benefit Specialist. In addition to his thirty plus years of experience, he has achieved both industry recognized designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). As a Qualified Continuing Education Instructor, he teaches other licensed insurance professionals about the changing structure of the income and estate tax code, and planning strategies. Additionally, Charlie uses his experience to provide expert testimony in State and Federal Court. Charlie is a member of the Society for Financial Service Professionals, as well as a past member of their Board of Directors. He maintains registration with the Financial Industry Regulatory Authority (FINRA). He is an investment Advisor Representative (IAR).
As a Qualified Continuing Education Instructor, he teaches other licensed insurance professionals about the changing structure of the income and estate tax code, and planning strategies.
BA, Lehigh University
Chartered Life Underwriter, American College Bryn Mawr, PA
Chartered Financial Consultant, American College Bryn Mawr, PA
Securities Offered Through TFS Securities, Inc.
Member of FINRA/SIPC, A Full Service Broker-Dealer
Located at 437 Newman Springs Road, Lincroft NJ 07738 (732) 758-9300
Investment Advisory Services offered through TFS Advisory Services, A division of TFS Securities, Inc.
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