CoverProfile

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

View more

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

More profiles to browse

Profile Photo
Anna Nicastro
Managing Partner
Profile Photo
James M. Boyd
Wealth Management Advisor
AS
Alan Simpson
Managing Partner
Profile Photo
Frederick F. Sears
Senior Portfolio Manager

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale