Charter Oak Financial
Randy Altavilla, CLU, ChFC, MSM, MSFS, RICP, currently serves as Chief Strategy Officer at Novus Wealth Strategies since April 2024 and as an Account Service Executive at Charter Oak Financial since February 2023. With a robust career in financial advisory, Randy has previously held positions as Financial Advisor at Center for Wealth Preservation, LLC and MassMutual Long Island Metro from July 2016 to February 2023 and January 2022, respectively. Earlier experience includes serving as Managing Sales Director I at MetLife, where Randy led the firm's Advisor Teaming initiative and managed nine advisor teams, as well as founding a startup firm in New York City and Melville, LI, with 20 advisors. Randy's career began at Penn Mutual as Assistant General Agent, co-leading the largest office in the country. Randy's educational background includes multiple degrees from The American College and a BA in Economics and Political Science from Queens College.
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Charter Oak Financial
Being both a throwback and an innovator wasn’t part of some big strategic plan. It’s something that’s always been part of us. The whole story began in 1886, when we occupied a single-room office in downtown Springfield and were known as “The Hartford-Springfield Agency.” Today, under the guidance of a multi-generational leadership team, we span five offices throughout Connecticut, Massachusetts and New York, with nearly 200 agents serving the individuals, families, businesses and large institutions we’re privileged to call clients. We believe our growth was made possible by realizing that connecting to our past—to the days when business was done on a handshake and people looked out for one another—is just as important as breaking the mold. It lets us serve our communities resourcefully and authentically, rooted in trust with an eye on what’s next.