Charles Floeckher
Financial Advisor | Helping Families Balance Kids, Parents, and Everything in Between | Commonwealth Financial Group
- Role
- Financial Planner at Commonwealth Financial Group
- Location
- Marblehead, MA, US
- LinkedIn followers
- 500 followers
About Charles Floeckher
I specialize in working with families who are managing responsibilities across multiple generations while trying to stay intentional about their own finances. My approach centers on simplifying complex decisions, helping clients prioritize where their money is going today while keeping long-term objectives on track. I work closely with families to create a plan that supports everything from education funding and home expenses to retirement income and future healthcare needs. Ultimately, I aim to provide a structured, thoughtful strategy that allows families to move forward with clarity and confidence.
Experience
Financial Planner
May 2025 — Present · Boston, MA, US
Education
Boys' Latin School of Maryland
High School Diploma
1997 — 2004
Kenyon College
Economics
2004 — 2006
The American College of Financial Services
Candidate, Certified Financial Planner CFP
Gettysburg College
Bachelor's degree, Management
2007 — 2009
Skills
- Investments
- Disability Insurance
- Retirement
- Financial Analysis
- Marketing Strategy
- Coaching
- Asset Management
- New Business Development
- Insurance
- Asset Allocation
- Fixed Annuities
- Risk Management
- Business Development
- Data Analysis
- Project Management
- Customer Relationship Management (Crm)
- Online Marketing
- Microsoft Excel
- Microsoft Word
- Salesforce.com
- Management
- Team Management
- Networking
- Professional Phone Skills
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