Charles J. Herbert, CFP®

Executive Vice President – Director of Sales & Marketing

Rochester Institute of Technology
BS, Business Administration
California Lutheran University

Charley develops relationships with prospective clients in our targeted markets, building a network of professional intermediaries to expand the firm’s sales reach and visibility through seminars/events, presentations, marketing materials, and the firm’s website.

Before joining the company, Charley had extensive sales and marketing experience with investment and financial services companies across the country, including Frank Russell Investment Management, Nicholas Applegate Capital Management, and CIGNA Financial Services. He has achieved the designation of Certified Financial PlannerTM.