Charlie Weidman
Managing Partner and Financial Counselor @Heritage Financial Counselors
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WORK HISTORY
Managing Partner and Financial Counselor @Heritage Financial Counselors
Bedminster, NJ, US
We believe life’s purpose is to serve others with sincerity, humility, trust, humor and intellect. Our professional mission is to help individuals, couples and families develop holistic and comprehensive financial plans.As your most trusted financial counselors we help you deal with life’s challenges, both big and small; life’s transitions, both planned and unplanned; and life’s emotions, both joyful and sorrowful. Our financial counseling approach provides you with clarity regarding financial matters, so you can focus more purposefully on life matters.
EDUCATION
Eastern Illinois University
BA Business, Finance, Economics, Accounting
DePaul Driehaus College of Business
MBA, Finance
SKILLS
ABOUT CHARLIE WEIDMAN
Charlie spent the first 20 years of his professional career on Wall Street, managing various securities finance businesses. His clients included pension plans, endowment funds and hedge funds, and he managed teams in Chicago, New York, London and Hong Kong. In the years following 9/11, Charlie felt a calling to serve folks on Main Street rather than Wall Street. Since 2005, he has been a CERTIFIED FINANCIAL PLANNER™ professional, serving his clients as their personal Chief Financial Officer. He has been fortunate to be recognized as a Five Star Wealth Manager for five consecutive years (20••••18), a distinction awarded to less than 4% of wealth managers in the state of New Jersey.* Many of Charlie’s client relationships are multigenerational. He often begins working with clients as they are approaching retirement, and then the relationship expands to address issues related to aging parents and/or adult children early in their professional careers. He finds it easy to relate to the life transitions that require his counsel, as he has personally experienced a major career transition, watched his father suffer from Alzheimer’s, and helped his wife love and care for her aging parents.*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 20••••18 Five Star Wealth Managers. Services offered through Heritage Financial Counselors, LLC, a Registered Investment Adviser.
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