Charles L. Goldman, CRPC®Managing Director - Investments
Chuck is a 1984 graduate of Bentley University with a BS in Economics/Finance and Associates degree in Accounting. After leaving college, Chuck started an Injection Molding Business in Leominster Massachusetts and subsequently built it into a major automotive supplier with 25 million in sales and three plants. After 20 years, Chuck sold this business to a Midwest Automotive Supplier.
Since that time Chuck has been working for Wells Fargo Advisors. He has attained his series 7 & Series 66 Securities Registrations, Life health and disability insurance licenses as well as his CRPC® designation.
With his 36 years of business experience and his CRPC® knowledge in hand, he has been focusing on helping individuals with their retirement planning as well as businesses with their Qualified Retirement Plans (401K). The passion of helping any and all people line up their goals is evident in Chuck's success in the financial business. With relationships from his old industry and new relationships, Chuck has built a thriving practice achieving the Premier Advisor status 2011 - 2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Chuck is a Worcester born individual who now resides in Sterling, Massachusetts. He has been married for 35 years to Julie Curtis and has two daughters, Anna and Elena. In his spare time he enjoys golfing, fishing and camping.