Charles P. Weidman

Charles P. Weidman, CFP®, MBA

Managing Partner and Financial Counselor

Charlie spent the first 20 years of his professional career on Wall Street, managing various securities finance businesses. His clients included pension plans, endowment funds and hedge funds, and he managed teams in Chicago, New York, London and Hong Kong. During this time, Charlie had the opportunity to work with a lot of great people.

In the years following 9/11, Charlie felt a calling to serve folks on Main Street rather than Wall Street. Since 2005, he has been a CERTIFIED FINANCIAL PLANNER™ professional, serving his clients as their personal Chief Financial Officer. He has been fortunate to be recognized as a Five Star Wealth Manager for three consecutive years (2014, 2015 and 2016), a distinction awarded to less than 4% of wealth managers in the state of New Jersey.*

Many of Charlie’s client relationships are multigenerational. He often begins working with clients as they are approaching retirement, and then the relationship expands to address issues related to aging parents and/or adult children early in their professional careers. He finds it easy to relate to the life transitions that require his counsel, as he has personally experienced a major career transition, watched his father suffer from Alzheimer’s, and helped his wife love and care for her aging parents.

Charlie received an MBA in Finance from DePaul University – Charles H. Kellstadt Graduate School of Business. He has been married for more than 30 years and together with his wife raised three beautiful daughters.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.

Licenses and Designations

  • FINRA Series 7 (General Securities Representative Examination)
  • FINRA Series 63 (Uniform Securities Agent State Law Examination)
  • FINRA Series 65 (Uniform Investment Adviser Law Examination)
  • Life, Disability Income and Long-Term Care insurance licensed in New Jersey