Charles is one of New Jersey’s foremost retirement planning experts, drawing on 25 years of industry experience to provide trusted counsel to clients. He brought his highly regarded firm INTAC Actuarial Services, Inc. to become part of FuturePlan in 2018. Today, as INTAC’s Vice President, he spearheads the firm’s pension sales and marketing programs with an emphasis on delivering a high-touch, personalized customer experience. He holds a Bachelor’s degree in Accounting from Touro College in New York City.
Current role