• 814 Elm Street, Suite 503, Manchester, NH 03101
  • 603-606-3391
Charles L Stephen, ChFC

Charles L Stephen, ChFC

Managing Member

Chuck is registered investment advisor with over 22 years of experience.

After four years in the United States Marine Corps, Chuck graduated with a Business degree from Southern New Hampshire University. Chuck has also attended the American College completing courses in Estate planning, Investment planning, Income Taxation, Retirement Planning, Planning for business owners and professionals, and Insurance and Financial planning. Chuck is a Chartered Financial Consultant and a Chartered Life Underwriter.

Chuck is the past President for the National Association of Insurance and Financial Advisors of New Hampshire, having served previously on many chairs of its local board. He is also a member of the New Hampshire chapter of the Society of Financial Service Professionals. Chuck has been a repeat qualifier for the Million Dollar Round Table every year since 1999.

He resides in Manchester with his wife and three children.