Chuck has been with Canon Capital Wealth Management since 2006. He is a Senior Investment Advisor and Co-Director of Wealth Management who works with high-net-worth individuals and ERISA retirement plan participants. Charles has passed the series 7 and series 66 exams administered by the NASD. Charles has completed formal education and training in fiduciary studies and is an Accredited Investment Fiduciary (AIF®). He has extensive experience as an analyst of securities within ERISA retirement plans. He is a graduate of Widener University, with a Bachelor of Science Degree in Business Administration major in Economics and minors in Accounting and Finance. Charles has completed the educational requirements to obtain the CFP. He has earned the certificate in Financial Management of the Family Office offered through the Graziadio School of Business of Pepperdine University.