Chuck is a Certified Financial Planner ™, Inc. and has over 15 years of experience in the financial industry. He has a college degree in Actuarial Science and currently holds the following professional designations: Certified Financial Planner ™, Qualified Pension Administrator and Qualified 401(k) Administrator. He also holds his Series 6, 63, 65 and 7 from the NASD. Chuck is a member of the Financial Planning Association, Society of Financial Service Professionals as well as the American Society of Pension Actuaries.
Prior to joining Stonegate Wealth Management LLC, Chuck’s main area of concentration was in retirement planning. He believes that constantly changing pension plan regulations have created much confusion for both employers and employees. Chuck can help the employer customize and maintain retirement plans which are in compliance with current regulations and which are designed to attract and retain key employees while providing appropriate cost effective retirement benefits for the entire work force. He also believes that effective communication of retirement plan benefits to plan participants is the key to a successful, appreciated, and “Fiduciary safe” employee benefit plan. Lastly, Chuck believes strongly in educating the community. He is currently a faculty member at Guilford College preparing other financial advisors for successful completion of the CFP® Certification Education Program.
Chuck's broad knowledge of many financial areas enables him and his professional staff at Stonegate Wealth Management, LLC to successfully integrate and manage the material areas of a client's finances by identifying shortcomings, recommending changes, and facilitating the achievement of financial goals through both short-term strategies and long-term planning.
Professionalism, expertise, loyalty, and an attention to quality form the foundation on which Chuck has built his reputation.
Chuck and his wife Kristen have two daughters named Sierra and Cassidy. Chuck resides in Greensboro, NC and attends Westover Church.
