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Charlie Ferrone

Founder Emeritus and Financial Advisor

Pension & Wealth Management Advisors

United States, Ohio, Brice

About Me

Charles A. Ferrone is the Founder Emeritus of Pension & Wealth Management Advisors, he presently works with our team on strategic initiatives. For the past 35 years he has worked in wealth management focusing on retirement planning, investment planning and estate conservation and distribution. He holds a bachelor’s degree in economics from Dickinson College and earned his Chartered Life Underwriter and his Chartered Financial Consultant designations from The American College. He saw military service as an officer in the Adjutant Generals Corp of the U. S. Army. Charles was also President of Pension and Compensation Planners, Inc., a firm he led for over 25 years ago which established

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Profile Information

Founder Emeritus and Financial Advisor

Pension & Wealth Management Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Brice

Ohio

United States

Aug 20, 2024

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