Charles Wareham is a thought leader, people leader, and experienced investment manager with a clear vision on the State of the World. As a young entrepreneur, he founded the Penn State branch of the Association of Collegiate Entrepreneurs - an organization that still exists today. He has guided organizations, people and businesses quite literally from age 13. People say his most special talent is an ability to see systems – the way that things interact together – with a clarity and foresight.
Today, Charles is considered one of New England’s foremost authorities on college funding, and is a trusted advisor for families and school counselors seeking his expertise. He is also an Elite Advisor in the Power of Zero group where he guides families through the process of achieving a tax-free retirement. He serves as a keynote speaker with Power of Zero and trains other advisors in tax free retirement strategies. Thousands of families have found lasting value in his quick-to-grasp insights and hundreds have become loyal clients with some relationships spanning decades.
As Vaylark’s CEO he leads the firm with many decades experience in college funding strategies, retirement planning, estate planning, and investment portfolio design. He trains our people, sets our standards, and leads the way forward.
Charles began his career in 1992 with American Express Financial Advisors where he served as Branch Manager and Senior Financial Advisor before opening an independent practice through LPL Financial in 2005. The office was quickly recognized as one of the area’s 25 fastest growing companies by the Hartford Business Journal. In 2013 Charles led the office through a transition to become the truly independent Vaylark Financial Services that exists today.
When not researching the geopolitical landscape or investment opportunities, he enjoys a residence in Waterford CT, spending time with family, and sailing his Hunter 336 sailboat out of New London CT. He is also an accomplished musician and photographer, and an officer in the local Civil Air Patrol.
Learn about Charles’s membership in Ed Slott’s Elite IRA Advisor Group℠.
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