Chuck Anthony Volpentesta

Financial Advisor

Professional

Chuck began his professional career in several different sales and management roles with Coca-Cola & Ricoh. A deep desire to own his business, impact his community and provide for his family, he decided to launch his financial planning practice in 2011.

“Aside from financial planning expertise or technical knowledge, I believe where we add significant value is providing hindsight. Based on my personal experience as a sales executive, a son and husband of city employees, a father, and a business owner, I understand deeply what it feels like to be in my clients’ shoes.”

With a deep focus on loyalty and authenticity, Chuck and his team have chosen to focus on the communities in which they live and work, serving primarily high-performing sales executives & consultants and city employees.

 

Law Enforcement & Firefighters

Above all, Chuck has a deep respect and appreciation for the service & commitment to their city that police officers and firefighters embody for their community. Chuck and his team have committed to serve this community exceptionally well. With a deep understanding of benefits provided and the typical career track, Chuck helps his clients understand the nuances of their government contracts and retirement plans, ensuring that they take appropriate action to accomplish their goals.

Sales Executives & Consultants

With fluctuating incomes and an often unpredictable economy, Chuck understands the challenge that the word “planning” can present. Building flexibility in your financial plan is important, but a commitment to action and an advisor that understands the contractual complexities of sales & consulting executives is just as necessary.

Young Families

As your family grows, there are new adventures and challenges along the way. More mouths to feed and an increasingly busy schedule, it helps to have a rock-solid financial plan. We understand your situation personally and can help you put your family on the right path, streamlining what can feel like a long process and deeply understanding your unique vision for the future.

City Employees & Union Laborers

It is easy to think that because the city or your union has already taken care of so much for us, that our benefits and retirement are sufficient as well. When we have the opportunity to understand what our clients care about most, we find quickly that this is not the case. If you are a city employee or union laborer, you need an advisor that is familiar with your situation, can relate to your family and can help you achieve your vision for the future.

 

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Years of Experience

Representing Northwestern Mutual since 2011.

Education

Degree Major Institution
Bachelor of Science Business Management University of Phoenix
High School St. Rita of Cascia H.S.
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck