Charles M. White

    Senior Investment Research Associate
    [email protected]

    Charlie joined ClearGuidance Financial in early 2014 as a senior investment research associate. His responsibilities include portfolio review and analysis, as well as monitoring performance and investment strategies for clients. Charlie brings more than 40 years of experience as an investment advisor and financial planner with both privately held firms and public companies such as Cigna, Merrill Lynch, and Morgan Stanley.

    He has a BA in economics and an MBA in finance from St. John’s University. Charlie also holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.

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