“Charley” joined Capital Analysts in 1982. A chance meeting with one of the leading reps led to Charley’s desire to join a full service company which could help solve most problems for his business owner clients. “The support staff at Capital Analysts has always been the engine that ensures our success.”
His commitment to serve includes educating his clients so that they are better able to make informed decisions going forward. Charley utilizes most of Capital Analysts areas of expertise especially business and estate planning, Qualified and Non-Qualified plans, insurance audits, money management and group benefit plans.
Charley is well known as a golf professional in the New England area having won state championships in five New England states. He is a former NEPGA champ 1971-1974. He is currently a PGA member. He has been on boards of numerous charity golf tournaments in the area. He also gives time to many PGA events to promote the game of golf. Charley has been elected to the Boston College Hall of Fame and The New England PGA Hall of Fame.
Charley received his BSBA from BostonCollege. Currently, Charley holds his FINRA series 6-7 and 63 registrations. He is a graduate of the College for Financial Planning.
Charley and his wife Rita reside in Concord, Mass and enjoy spending time with their four children and eight grandchildren.
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