Contact Information

  • Company: FSP
  • Phone: 609 404 0257
  • Cell: 609 658 9453
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Specialties & Experience

General Specialties: Financial and Insurance

Specialty Focus: Life Insurance, Health Insurance, Disability Insurance, Financial Planning, Life Insurance Funding, Policy Valuation

Education: BA, Lehigh University; Chartered Life Underwriter, American College Bryn Mawr, PA; Chartered Financial Consultant, American College Bryn Mawr, PA

Years in Practice: 37

Number of Times Deposed/Testified in Last 4 Yrs: 3


Additional Information

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 Authority of Directors. He maintains registration with the Financial Industry Regulatory FINRA). He is an investment Advisor Representative (IAR).