We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Access our blog offering relevant, useful, and educational content.
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Check out our many financial educational events designed with you and your employees in mind.
Charles is a financial advisor with over 20 years of experience, guiding individuals, and businesses towards financial achievement. He is known for his comprehensive approach and commitment to client satisfaction. Charles believes in personalized financial planning. He takes the time to understand your unique goals and circumstances. By working closely with you, he develops customized strategies to meet your short-term needs and long-term aspirations.
Open communication, transparency, and trust are core values in Charles’ practice. His focus is on empowering his clients to make informed financial decisions with ongoing support and guidance. He helps his clients navigate life’s financial complexities and adapt their plans as needed.
Charles holds a degree in Accounting from Villanova University and has a strong background working at prestigious firms like Goldman Sachs and Virtu Financial. This experience provides him with in-depth knowledge of financial markets and investment strategies. He stays current on industry trends and regulations, making him a trusted advisor for his clients.
Beyond his professional endeavors, Charles enjoys an active life with his wife, Amber, and their children, Charlie and Clara Mae. They are often found cheering on their kids at sporting events or enjoying outdoor activities together.Â
Charles is a trusted ally, dedicated to serving your best interests. Whether you’re planning for retirement, saving for education, or growing your wealth, he is committed to helping you achieve your financial dreams.
Check the background of this registered representative on FINRA’s BrokerCheck Â
I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ
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