Charles Green (CFP®)

Charles Green focuses in the
following client markets or areas of practice:

College/Education Planning

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Socially Responsible Investments

Planning Specialties

Needs and Wants-Based Planning

A plan is not a report that you write once and assume that nothing changes. Does your life stand still without surprises? Of course not. Therefore, a good plan will look at all your family's hopes and dreams and boil them down to what you must accomplish, hope to accomplish, and dream about accomplishing. And as the markets and life continue to throw their curveballs, we refer back to your plan to see what (if anything) needs adjusting.

Triple-threat stress testing

In the markets, "average" returns actually almost never occur. Averages are mixes of various highs and lows. Therefore, we believe that a solid plan goes well beyond average returns. When stress-testing a plan, we start with average returns but then layer on additional return tests including historical returns and Monte Carlo analysis, to make every attempt to ensure that our plan is not only reasonable but solidly rooted in real market activity.

Institutional-grade Portfolios

For information on our money-management philosophy, please visit our firm profile.

Additional Information

Charles M. Green, CFP® is a veteran of the industry, having worked with many premier organizations and experiencing some of the best and worst market conditions we've seen since the Dow was established.

Charles graduated from Southern Methodist University, Dallas, TX, with a Bachelor of Arts in Mathematics. After having worked with several employee benefits firms consulting on defined benefit and 401(k) plans, he joined Fidelity Investments and worked as a Financial Consultant in the New Haven, CT branch.

After a long career at Fidelity, Charles broadened his horizons and worked at several shoreline branches of NewAlliance Bank as the Financial Advisor. Most recently, however, Charles served as the Senior Consultant of Advisor Services at Symmetry Partners in Glastonbury, CT. His role there was to assist advisors across the country with building better, cheaper portfolios for their clients as well as maintaining and building more client-centric practices.

Charles now brings his decades of experience to his office in Cheshire, CT where he lives with his wife, three dogs, and baby on the way.