Charles Lewandowski, CFP®, TPCP®, MBA
Financial Advisor & CERTIFIED FINANCIAL PLANNER® Professional & Tax Planning Certified Professional®
Chuck is a former executive at two Fortune 500 companies, as well as a sole proprietor and entrepreneur. He has over 20 years’ experience in the financial service industry. He believes that the accumulation of wealth depends on a series of good decisions. He uses all his experiences - successes and failures - to help executives and business owners achieve their goals and avoid mistakes along the way.
Most executives and business owners want to take care of their family and prepare for a great retirement, but managing a career, raising children, and caring for parents makes life too complex for a "do-it-yourself" plan. Chuck is a valued partner and trusted advisor who collaborates with clients to create financial plans that helps clients maximize
- Retirement Income Planning
- Tax Efficiency
- Executive Compensation – Stock Options, Restricted Stock, Deferred Compensation
- Retirement Plans – 401(k), Defined Benefit
- Education Savings Plans
- Social Security
Chuck believes that a financial plan is the starting point for a successful engagement. He uses a Four Step process for financial planning. He helps clients
- Visualize Their Dreams
- Embrace the Facts
- Draw the Roadmap
- Enjoy the Journey!
Each step incorporates portions of the CFP Board's financial planning process. The relationship will begin with an in-person or virtual consultation to see if there is a good fit for partnership and to define the scope of the plan.
The key to meeting goals is having a solid financial plan, not just a financial product. The “Roadmap” is a formal plan that will become the basis for smart financial decisions that lead to financial success.
Chuck is a CERTIFIED FINANCIAL PLANNER® Professional (CFP®) and holds his Tax Planning Certified Professional (TPCP®) designation. He uses the knowledge and ongoing education associated with these designations to bring out the best results for his clients.
Chuck holds a Bachelor of Science degree from the Rutgers College of Engineering and an MBA from the Rutgers Graduate School of Management.
Chuck and his wife, Lois, live in Tampa. They have two children, Elizabeth and C.J., and two grandchildren, Margot and Charlie. They enjoy travelling to see their grandchildren and are active members of the Rutgers University Alumni Association.