Charles Baracco AIF®, CPFA, QKA
Chuck is an Accredited Investment Fiduciary® and a Certified Plan Fiduciary Advisor. He has been in the business since 2004 where his responsibilities included plan design, compliance testing, evaluating plan documents, performing benefit -calculations and researching compliance issues.
Chuck works closely assisting clients in the areas of plan design, plan compliance, investment review, and participant education including group and individual enrollment meetings. He helps manage the plan annual review process with a heavy focus on educating the Plan Sponsor on their plan and their role as Fiduciary. He graduated from Loyola College in Maryland. He holds a FINRA Series 7, Series 63 and Series 65 with LPL Financial and the New York State Life and Health Insurance License.