Charles W. Falzone III, CFP®

VP - Financial Consultant

+1 203-319-2614

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • VP- Financial Consultant, Fidelity Investments, 2017-2021
  • Private Wealth Manager, Merrill Lynch Private Banking & Investment Group, 2016-2017
  • Director, HHG & Company, 2014-2016
  • AVP- Portfolio Manager, Bank of America, US Trust Private Bank, 2010-2014
  • Lieutenant- 0-3, Intelligence Officer, United States Navy, 2005-2011

Education

  • MS, International Business & Economics, New York University
  • BA, Boston College

Personal interests and affiliations

  • Connecticut Freemasons, 2005-Present

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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