Charles Bearce, LUTCF, CLTC
Director of Client Relations and Financial Advisor
Since 2008, Charlie has provided exceptional value to individuals, families, and small business owners by helping them plan for both their short-term needs and long-term financial goals. His extensive expertise in financial planning has been centered on delivering quality service to clients, advising them on areas such as retirement planning, financial management, disability insurance, long-term care, life insurance, and other strategic financial solutions.
Charlie's ability to create personalized financial plans tailored to each client’s unique circumstances has established him as a leading resource for clients in the Rochester area. He has earned numerous awards and recognitions throughout his career and is a consistent qualifier for the Million Dollar Round Table.
Charlie holds a business degree from SUNY Geneseo. He resides in Hilton, NY, with his wife, Melissa, and their two sons, Andrew and James.
Registered Representative and Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. CA Insurance License #4112572