Chuck Maher, CFP®

Chuck Maher is a Certified Financial Planner® professional and Registered Investment Advisor. He helps individuals and families invest for their future.  His goal is to help his clients achieve their financial vision, a successful retirement, financial independence, college for the kids, etc. 

Since he started in 1977, Chuck has demonstrated consistently his ability to preserve and grow the hard earned assets of his clients, many of whom have experienced major life changes including changes in career, retirement, divorce, loss of a spouse, the birth of a child, or an inheritance of size. In 1982 he was awarded the CFP® designation.

As a Certified Financial Planner® professional, Chuck is committed to abiding by the CFP® Board Code of Ethics and Standards of Conduct among which is the fiduciary duty; to place the interests of the Client above the interest of the CFP® professional and the CFP® professional's firm. 

Throughout his career, Chuck has written and lectured extensively on the subject of financial planning and investing, conducting motivational seminars and workshops for colleges and universities, churches, service organizations, associations, private corporations and the public at large.