President And Certified Financial Planner™
Current
Sep 1987 - Present
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Charles Lewandowski Cfp® Email & Phone Number
CEO at Planning Needs Financial Group...a Division of...Corporate Benefit Services, Inc
at
Corporate Benefit Services, Inc.
LinkedIn matched
✓ Verified August 2026
2 data sources
Profile completeness 71%
Current company
Role
CEO at Planning Needs Financial Group...a Division of...Corporate Benefit Services, Inc
Location
Rockville, Maryland, United States
Company size
Who is Charles Lewandowski Cfp®? Overview
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Quick answer
Charles Lewandowski Cfp® is listed as CEO at Planning Needs Financial Group...a Division of...Corporate Benefit Services, Inc at Corporate Benefit Services, Inc., a with 7 employees, based in Rockville, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Charles Lewandowski Cfp®.
Charles Lewandowski Cfp® previously worked as President and Certified Financial Planner™ at Corporate Benefit Services, Inc. and Insurance Agent at Prudential Financial.
Company email context
Email format at Corporate Benefit Services, Inc.
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Corporate Benefit Services, Inc.
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Profile bio
About Charles Lewandowski Cfp®
Charles Lewandowski, the founder of Corporate Benefit Services, Inc., began his financial services career in 1976 when he obtained his life and health insurance license.Shortly thereafter, in 1980, Mr. Lewandowski obtained his securities license and in 1988, he completed the comprehensive American College’s courses to become a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). In 2002, he satisfied all requirements for the Certified Financial Planning Board of Standards and was authorized to use the certification marks CFP and CERTIFIED FINANCIAL PLANNER™.
Current workplace
Charles Lewandowski Cfp®'s current company
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Corporate Benefit Services, Inc.
2 roles
Charles Lewandowski Cfp® work experience
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Insurance Agent
Jan 1975 - Dec 1988
FAQ
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What company does Charles Lewandowski Cfp® work for?
Charles Lewandowski Cfp® works for Corporate Benefit Services, Inc..
What is Charles Lewandowski Cfp®'s role at Corporate Benefit Services, Inc.?
Charles Lewandowski Cfp® is listed as CEO at Planning Needs Financial Group...a Division of...Corporate Benefit Services, Inc at Corporate Benefit Services, Inc..
Where is Charles Lewandowski Cfp® based?
Charles Lewandowski Cfp® is based in Rockville, Maryland, United States while working with Corporate Benefit Services, Inc..
What companies has Charles Lewandowski Cfp® worked for?
Charles Lewandowski Cfp® has worked for Corporate Benefit Services, Inc. and Prudential Financial.
Who are Charles Lewandowski Cfp®'s colleagues at Corporate Benefit Services, Inc.?
Charles Lewandowski Cfp®'s colleagues at Corporate Benefit Services, Inc. include Loide Maranho.
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