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

Charlie Ferrone
Founder Emeritus and Financial Advisor
Pension & Wealth Management Advisors
United States, Ohio, Brice
About Me
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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