,CFP®
As a Senior Planning Associate, Charlie plays a key role in strengthening client relationships and supporting the delivery of comprehensive financial planning. As an integral part of your advisory team, hey conducts in-depth client interviews to gather financial data and clarify planning goals, contributing to strategies across investment, tax, retirement, estate planning, executive compensation, risk management, and education funding.
In addition to helping clients implement their financial plans, Charlie participates actively in client meetings, providing documentation and follow-up support to support continuity and clarity. He reviews investment allocation reports, collaborates with the client service team to monitor service activities, and researches planning strategies and potential tax law changes to keep clients’ financial plans current.
Beyond client-facing responsibilities, Charlie contributes to internal initiatives such as onboarding new team members and supporting broader wealth management projects. With a collaborative mindset and strong attention to detail, he helps support Modera’s comprehensive planning process.
What sparked your interest in financial planning? What fuels you every day in your work?
I strongly believe that an individual’s time, interest, or knowledge should not be a barrier in securing a great financial future. I joined the financial planning industry to help give my clients more confidence that they are prepared for whatever financial obstacles they might encounter over their lifetime. A financial planner’s job is truly done when the client can sleep easily at night and direct their focus on what truly matters in their lives.
What’s the one thing people say you’re best at?
I’ve been told I am an empathetic listener. Helping to manage a client’s emotions during turbulent financial times can be just as important, if not more, than managing their portfolio.
What do you enjoy most about working at Modera?
I enjoy the problem-solving aspect of my job. Every situation is unique. It feels great to collaborate with my colleagues at Modera to find the best possible solutions for clients.
Where did you grow up? Where do you live now?
I grew up in Downingtown Pennsylvania and now live not too far away in Center City Philadelphia.
CERTIFIED FINANCIAL PLANNER®
Penn State University
B.S. Econimics
