Charles Dear, Cfp

Charles Dear, Cfp Email and Phone Number

Investment Advisor, Riverside Financial Group, LLC @ Riverside Financial Group, LLC
Charles Dear, Cfp's Location
Guilford, Connecticut, United States, United States
Charles Dear, Cfp's Contact Details

Charles Dear, Cfp work email

Charles Dear, Cfp personal email

n/a

Charles Dear, Cfp phone numbers

About Charles Dear, Cfp

I have been working in the financial planning and asset management industry for nearly 29 years. In the mid 1980's, I started my career as a broker with a NYC-based financial services firm, and managed an office for the company in San Jose, CA, for five years -ending in 1991.In 1992, I returned to Connecticut to build a wealth management business based on the principles of personal service, product and strategy independence, and continuing education. Over the last 18 years, I have been associated with a number of financial planning and asset management firms. I have continued to develop and improve investment strategies that aim to perform well in boom and bust cycles, and to provide financial planning solutions that strive to have a positive impact on the financial futures of my clients. In May of 2011, looking for an even more complete wealth management platform, I joined Cambridge Investment Research (Cambridge), a highly-regarded national Registered Investment Advisor, dedicated to providing its advisors with "best-in-class" practice management support - for both household and institutional clients. In April of 2012, I combined the resources of Cambridge with the talents of other trusted partners to form Riverside Financial Group, LLC.My goal is to adhere to the wisdom of T. Boone Pickens, Jr., who said; "Money is to be respected. One of the worst things you can do is handle another person's money without respect for how hard it was to earn."

Charles Dear, Cfp's Current Company Details
Riverside Financial Group, LLC

Riverside Financial Group, Llc

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Investment Advisor, Riverside Financial Group, LLC
Charles Dear, Cfp Work Experience Details
  • Riverside Financial Group, Llc
    Investment Advisor
    Riverside Financial Group, Llc 2011 - Present
    15 Wilmot Lane, Riverside, Ct 06878
    We replicate "family office" services for high net worth individuals who are otherwise unable to afford such a platform.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Riverside Financial Group, LLC, are not affiliated.Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Charles Dear, Cfp Skills

Investment Strategies Strategic Financial Planning Wealth Management

Charles Dear, Cfp Education Details

  • University Of New Hampshire, Whittemore School Of Business
    University Of New Hampshire, Whittemore School Of Business
    Economics
  • Greenwich High School
    Greenwich High School

Frequently Asked Questions about Charles Dear, Cfp

What company does Charles Dear, Cfp work for?

Charles Dear, Cfp works for Riverside Financial Group, Llc

What is Charles Dear, Cfp's role at the current company?

Charles Dear, Cfp's current role is Investment Advisor, Riverside Financial Group, LLC.

What is Charles Dear, Cfp's email address?

Charles Dear, Cfp's email address is cd****@****rce.com

What is Charles Dear, Cfp's direct phone number?

Charles Dear, Cfp's direct phone number is +120384*****

What schools did Charles Dear, Cfp attend?

Charles Dear, Cfp attended University Of New Hampshire, Whittemore School Of Business, Greenwich High School.

What are some of Charles Dear, Cfp's interests?

Charles Dear, Cfp has interest in Family, Platform Tennis And All Raquet Sports, Sailing, Music, Lacrosse, Performing.

What skills is Charles Dear, Cfp known for?

Charles Dear, Cfp has skills like Investment Strategies, Strategic Financial Planning, Wealth Management.

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