Charles P. Weidman
CFP®, MBA
Managing Partner and Financial Counselor
Charlie spent the first 20 years of his professional career on Wall Street, managing various securities finance businesses. Since 2005, he has been a CERTIFIED FINANCIAL PLANNER™ professional, serving his clients as their personal Chief Financial Officer.
Passionate About Excellence
Charlie spent the first 20 years of his professional career on Wall Street, managing various securities finance businesses. His clients included pension plans, endowment funds and hedge funds, and he managed teams in Chicago, New York, London and Hong Kong. During this time, Charlie had the opportunity to work with a lot of great people.
In the years following 9/11, Charlie felt a calling to serve folks on Main Street rather than Wall Street. Since 2005, he has been a CERTIFIED FINANCIAL PLANNER™ professional, serving his clients as their personal Chief Financial Officer. He has been fortunate to be recognized as a Five Star Wealth Manager for three consecutive years (2014, 2015 and 2016), a distinction awarded to less than 4% of wealth managers in the state of New Jersey.
Many of Charlie's client relationships are multigenerational. He often begins working with clients as they are approaching retirement, and then the relationship expands to address issues related to aging parents and/or adult children early in their professional careers. He finds it easy to relate to the life transitions that require his counsel, as he has personally experienced a major career transition, watched his father suffer from Alzheimer's, and helped his wife love and care for her aging parents.
Areas of Expertise
Specialized knowledge and services tailored to help clients navigate their unique financial challenges and opportunities.
Wall Street Experience
- Securities finance business management
- Pension plans and endowment funds
- International team leadership (Chicago, NY, London, Hong Kong)
- Hedge fund client relationships
Multigenerational Planning
- Retirement planning and transition
- Aging parent care coordination
- Young professional career guidance
- Family financial legacy planning
Education & Professional Journey
Charlie received an MBA in Finance from DePaul University – Charles H. Kellstadt Graduate School of Business. His educational foundation in finance, combined with two decades of Wall Street experience, provides him with deep expertise in investment management and financial planning.
As a CERTIFIED FINANCIAL PLANNER™ professional since 2005, Charlie maintains his commitment to ongoing education and staying current with industry best practices. His transition from Wall Street to Main Street reflects his dedication to serving individual families and their comprehensive financial needs.
Beyond the Office
Charlie has been married for more than 30 years and together with his wife raised three beautiful daughters. His personal experience with major life transitions, including caring for aging parents and navigating career changes, gives him unique empathy and understanding for the challenges his clients face during similar life events.
Licenses & Designations
CERTIFIED FINANCIAL PLANNER™
CFP® Professional
Comprehensive financial planning expertise since 2005
Master of Business Administration
MBA in Finance
DePaul University – Charles H. Kellstadt Graduate School of Business
FINRA Series 7
General Securities Representative
Licensed securities representative
FINRA Series 63
Uniform Securities Agent State Law
State securities law examination
FINRA Series 65
Uniform Investment Adviser Law
Investment adviser representative license
Insurance Licenses
Life, Disability & Long-Term Care
Licensed in New Jersey for comprehensive insurance planning
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