Charlie Capozzoli

Wealth Management Advisor at Corebridge Financial

Role
Wealth Management Advisor at Corebridge Financial
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Charlie Capozzoli

Securities and investment advisory services offered through VALIC…

Experience

  1. Wealth Management Advisor

    Corebridge Financial

    Feb 2025 — Present

Education

  • Illinois Wesleyan University

    Bachelor

    2007 — 2011

Skills

  • Financial Services
  • Leadership
  • Tax
  • Mutual Funds
  • Risk Management
  • Insurance
  • Retirement Planning
  • Customer Service
  • Employee Benefits
  • Financial Analysis
  • Strategic Financial Planning
  • Microsoft Office
  • Disability Insurance
  • Securities
  • Finance
  • Personal Finance
  • Financial Planning
  • Fixed Annuities
  • Series 7
  • Investments

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Charlie Capozzoli — Wealth Management Advisor at Corebridge Financial in Chicago, IL, US | Unifers