Charles Yannich

Charles Yannich

Personal Financial Planning

Phone: 860-282-8718 Ext. 223
Fax: 860-290-8822
E-mail:

Charles is co-founder of Retirement & Money Strategies. He specializes in portfolio management, risk management and personal financial planning*. He and his partner, Al D’Agosto, work with clients to produce written income and expense projections* that help identify and solve the challenges they face in retirement. 

Charles started his financial services career as Executive Vice President and CFO of a private telecommunications company serving customers throughout the Northeast. Charles’ background also includes 15 years as an Engineer for AT&T.

His advice helps guide clients in the six areas of personal finance: Cash Flow, Investments*, Insurance, Retirement, Taxes and Estate planning strategies**. He lectures extensively on Social Security benefits and has incorporated this as a specialty in his practice.

Charles is a Registered Representative and Investment Advisor Representative offering securities in Arizona, Connecticut, New Jersey, New York and Rhode Island. He is insurance licensed in these states as well.

He holds an associates degree in electronics from the RCA Institute of Technology New York, NY and a certificate in personal financial planning from Manchester Community College, Manchester, CT. He is a past Vice President of the Tolland Public Library Foundation and has served on the Board of Directors of the Maffe Foundation.

Charles lives with his wife Christine in Stonington Connecticut and has offices in East Hartford, Connecticut and Warwick, Rhode Island.
 

Charles Yannich is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Arizona, Connecticut, Massachusetts, New Jersey, New York and Rhode Island.  Charles is insurance-licensed in the states of Arizona, Connecticut, Massachusetts, New Jersey, New York and Rhode Island.

*Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, a Broker Dealer and Registered Investment Advisor, 333 East River Drive, Suite 401, East Hartford, Connecticut 06108 (860) 290-8788  Retirement and Money Strategies is independent of Equity Services, Inc.

**Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.  For advice concerning your own situation, please consult with your appropriate professional advisor.