Chuck is an experienced tax consultant, investment adviser and CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years of experience. He helped develop the CTS Consolidated Asset Management Program (CAMP), which currently has millions of dollars under management, and is one of three portfolio managers who make the asset allocation and investment decisions for this program.
With considerable experience in retirement planning, Chuck can help you decipher your profit sharing plan, 401(k) plan, SEP plan or Simple IRA. He is adept at helping clients develop sophisticated retirement plans specific to their individual goals and objectives.
A member of the Financial Planning Association (FPA), Chuck received his MBA in both Finance and Marketing from The Kellogg School of Management at Northwestern University. He is also licensed in life, health, disability and long-term care insurance.
CTS Financial Group | 737 N. Michigan Avenue, Suite 2120 | Chicago, IL 60611
CTS Financial Planning, Inc. is an SEC-Registered Investment Adviser.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
