CHARLES R. KORGER, CFP®

Chuck has spent the past three decades helping clients achieve peace of mind in their lives.  He is a CERTIFIED FINANCIAL PLANNERTM professional and a Registered Investment Advisor (RIA) representative.  This means he maintains the highest standard of Fiduciary duty in placing his client’s interests before his own.

Serving as your Trusted Advisor, he will provide you with personalized, insightful, and objective advice. You will have all the information you need to make intelligent decisions about your wealth.

He will develop solutions for you to implement across the varied aspects of your wealth management needs, bringing clarity to the most complex financial and life decisions.  Chuck will act as your personal guide through both calm seas and raging storms to help you consider and reflect upon what matters most so that you can achieve YOUR desired outcomes.

When not actively engaged in work, Chuck enjoys spending time with his wife Katie and his Vizsla dogs (Scarlet and Luna), while also pursing his passions for skiing, scuba diving, boating and travel.  He is an alumni  member of the National Ski Patrol and spends time between Sarasota, FL and the mountains of Durango, CO.

 “What truly motivates me is helping others. Being in a position to help clients walk the path toward personal and professional excellence is incredibly rewarding. I love to see the smiles on their faces once they have gained their Financial Peace of Mind”