Chuck Korger, Cfp® work email
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Chuck Korger, Cfp® personal email
Chuck Korger, Cfp® phone numbers
Chuck helps clients achieve financial health and peace of mind. As a Trusted Advisor and coach, he provides them insightful, objective, and comprehensive advice. He is a personal guide through the ups and downs of financial markets and life decisions.When not actively engaged in coaching clients, Chuck enjoys spending time at the beach or on the water with his wife Kate and his Vizsla Luna. He loves to ski and scuba dive and is an alumnus member of the National Ski Patrol.Financial CoachWomen and MoneyInvestment ManagementFinancial PlanningRetirement Income PlanningSocial Security401(k) Plan Management
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Founder And CeoProsper Advice, LlcSarasota, Fl, Us
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Weatlh AdvisorOctavia Wealth Advisors Sep 2023 - PresentSarasota, Florida, United StatesMy goal is to help clients achieve Peace of Mind in their lives. As a Trusted Advisor, I provide them insightful, objective, and comprehensive advice. I give individuals the information they need to make intelligent decisions about their wealth.Through a comprehensive, consultative approach I help clients develop solutions to implement across the varied aspects of their wealth management. I use this personalized approach to bring clarity to their most complex financial and life… Show more My goal is to help clients achieve Peace of Mind in their lives. As a Trusted Advisor, I provide them insightful, objective, and comprehensive advice. I give individuals the information they need to make intelligent decisions about their wealth.Through a comprehensive, consultative approach I help clients develop solutions to implement across the varied aspects of their wealth management. I use this personalized approach to bring clarity to their most complex financial and life decisions.I also maintain the highest standard of fiduciary duty in placing clients’ interests first. I am a personal guide through calm seas and raging storms helping them consider and reflect upon what is truly important and achieve their desired outcome.Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable. For additional information, please visit our website at octaviawa.com. Show less
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Vice President Board Of DirectorsUnitifi® Feb 2017 - PresentOmaha, Nebraska, United StatesUnitifi is an organization created by financial professionals and experienced educators. Our tools are specifically designed to help financial firms and professionals unite with and clearly understand why their clients behave the way they do as it relates to their finances. -
Founder & CeoProsper Advice, Llc Dec 2015 - PresentWynnewood, PaIndependent Contractor to Registered Investment Advisory Firms.
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Director Of Client ConsultingAreté Partners, Llc Jan 2019 - Oct 2023Sarasota, Florida, United States -
Investment Advisor Representative / Wealth ManagerCarson Choice Retirement Solutions Jan 2016 - Jan 2019Bala Cynwyd, PaWhether, preparing for retirement, a child's education, business transition or any number of life events, Charles helps bring clarity to complex financial decisions. He strives to help his clients by arming them with the information they need to make intelligent decisions about their wealth.Clients trust Charles with their entire financial picture, including portfolio management, financial planning, investment advice, estate planning, retirement/business succession, tax planning, and… Show more Whether, preparing for retirement, a child's education, business transition or any number of life events, Charles helps bring clarity to complex financial decisions. He strives to help his clients by arming them with the information they need to make intelligent decisions about their wealth.Clients trust Charles with their entire financial picture, including portfolio management, financial planning, investment advice, estate planning, retirement/business succession, tax planning, and insurance.With his expertise, which he applies in an integrated manner, clients gain the benefit of long term, proven wealth management methods. Show less -
FounderPhiladelphia Main Line Connections Jul 2016 - Jan 2017Greater Philadelphia Area"Philadelphia Main Line Connections" is a networking group for business professionals who are primarily in the Philadelphia and Main Line areas.The purpose of the group is to provide each member with a broad, diverse, and pro-active source of information and other resources to improve their lives, both personal & professional.If you want to get the word out on a new service, product or business, this is an excellent venue to advertise.Philadelphia Main Line Connections is a… Show more "Philadelphia Main Line Connections" is a networking group for business professionals who are primarily in the Philadelphia and Main Line areas.The purpose of the group is to provide each member with a broad, diverse, and pro-active source of information and other resources to improve their lives, both personal & professional.If you want to get the word out on a new service, product or business, this is an excellent venue to advertise.Philadelphia Main Line Connections is a group of experienced, professional networkers who will spread the word and start the grassroots growth. If you have a problem or need a recommendation for a service or business you can trust, you can always get honest feedback here in the privacy of the group. Show less
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Vice President, Wealth ManagerIndependence Advisors, Llc Jan 2013 - Oct 2015Wayne, PaIndependence Advisors was a Fee-Only, comprehensive, Wealth Management and Financial Planning Firm.
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Partner & Cfp® ProfessionalSage Financial Group, Inc. Nov 2002 - Jan 2013Independent Indvestment Advisor and Financial Planner for High-Net-Worth Individuals and businesses. -
Senior Financial AssociateMercer Advisors (Mercer Global Advisors) 1999 - 2002Delivered Investment Education Presentation and Financial Planning. -
Variable Annuity Marketing AssociateThe Vanguard Group 1999 - 2000Discussed Suitability of annuity product to current and prospective Vanguard Clients.
Chuck Korger, Cfp® Skills
Chuck Korger, Cfp® Education Details
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Economics & Business Admin./Finance -
Financial Planning And Services
Frequently Asked Questions about Chuck Korger, Cfp®
What company does Chuck Korger, Cfp® work for?
Chuck Korger, Cfp® works for Prosper Advice, Llc
What is Chuck Korger, Cfp®'s role at the current company?
Chuck Korger, Cfp®'s current role is Founder and CEO.
What is Chuck Korger, Cfp®'s email address?
Chuck Korger, Cfp®'s email address is ck****@****ial.com
What is Chuck Korger, Cfp®'s direct phone number?
Chuck Korger, Cfp®'s direct phone number is +121551*****
What schools did Chuck Korger, Cfp® attend?
Chuck Korger, Cfp® attended Doane University, The American College Of Financial Services.
What are some of Chuck Korger, Cfp®'s interests?
Chuck Korger, Cfp® has interest in Alpine Skiing, Vizsla Dogs, Scuba Diving, Hiking, Vizslas, Travel, College Football.
What skills is Chuck Korger, Cfp® known for?
Chuck Korger, Cfp® has skills like Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Financial Planning, Strategic Financial Planning, Portfolio Management, Investment Advisory, Asset Allocation, Wealth, Finance, Mutual Funds.
Who are Chuck Korger, Cfp®'s colleagues?
Chuck Korger, Cfp®'s colleagues are Donald Hughett, Kurt Volker, Abbey Lenox, Anthony Hanna, Maxim Meyers, Cfp®, Brian Price, Caia®, Joshua Aldus.
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