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Chuck has been a financial advisor for more than 25 years.
He started in the early 90s as a "cold calling cowboy" in NYC selling
individual stocks. As he built his book, he always planned to go independent
and did so in 1999 by opening an independent branch of Raymond James Financial.
At that time, Chuck earned his CFP® designation and transitioned from
individual stock picking to financial planning and asset allocating using
mutual funds and SMAs. Chuck's practice evolved into what is today Sovereign
Financial Group, Inc., an SEC registered RIA. With offices and advisors
in Connecticut, New York and Pennsylvania, Sovereign is one of the fastest
growing, independently owned RIAs in the Northeast.
Chuck is also the Director of Sovereign Advisor Solutions (SAS)--
a division of Sovereign Financial Group, Inc. SAS helps advisors
transition to RIA by offering a comprehensive plug and play solution for going
Chuck’s involvement in the RIA community runs deep… In
addition to running Sovereign, Chuck is also a columnist for InvestmentNews.
His monthly column focuses entirely on the RIA space. Chuck is also the
Co-Chair of InvestmentNews’ annual national RIA Summits.
Chuck received his degree in Finance from The University of
Connecticut and completed his coursework for the CFP® certification with The
American College. He currently serves on the Board of Directors for the FPA of
Connecticut and Chairs their Pro Bono / Public Outreach Committee.
David J. Karachuk is a Registered Representative with and
securities and fee-based advisory services offered through LPL Financial LLC, a
registered investment advisor. Member
Christopher M. Lee is a co-owner of New England Capital Financial
Advisors, LLC (a Registered Investment Advisor company registered with the SEC)
and has been in the financial service industry since 1993. He graduated with a
B.S. from Central Connecticut State University, School of Business, majoring in
Finance. In an effort to continue his education and better prepare to advise
his clients, Chris received his CERTIFIED FINANCIAL PLANNER TM certification in
2007. Chris also holds the Certified Private Wealth Advisor® certification,
administered by the Investments and Wealth Institute and taught in conjunction
with the Yale University School of Management.
Chris is also the current President of the FPA of Connecticut.
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privacy. The following discloses our information gathering and dissemination practices
for this website: fpact.org
This website does not collect personally identifying information about any individual
website user except when knowingly provided by such individual. For example, we
may ask you for information when you register for meetings, participate in a survey
or ask to receive a newsletter or e-mail. You always have the option not to provide
the information we request.
Our site's secure information requires users to give us contact information (like
their name and email address). We use contact information to send the user information
FPA Connecticut. The user's contact information
is also used to contact the visitor when necessary. Users may opt-out of receiving
future mailings; see the choice/opt-out section below.
Our primary goal in collecting user information is to enhance your experience on
our website. We achieve this goal by, among other things, providing interactive
communications such as our electronic newsletters to the e-mail address that you
provide to us, and developing future editorial content based on your interests.
To develop content targeted to your interests, we use aggregated user information
to determine which areas of our website users prefer based upon traffic to those
areas. We do not track what individual users read, but instead how well each page
or content area performs overall.
This website contains both free public pages and also password-secured pages for
members only. We derive revenues from membership dues, meeting fees and sponsorships.
In order to attract and retain sponsors we use the aggregated, anonymous information
that we gather (as well as information from third-party market researchers) to describe
our services to partners and to assist our sponsors to better understand our audience.
We do not disclose personally identifying information about our users to these parties.
This website may also disclose information about our users when we believe, in good
faith, that the disclosure is required by law.
When you are on an area of fpact.org
and are asked for personal information, you are sharing that information with FPA Connecticut.
Any personally identifiable information provided by our users as part of an advertiser
promotion online may be provided directly to advertisers.
Please be aware that
fpact.org sponsors, advertisers or websites that have links on our site may collect personally
identifiable information about you when visiting their websites. The information
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in chat areas or bulletin boards, that information may be collected by others and
may result in unsolicited messages from others.
Kids under 13: Do not send any information about yourself to us--including information
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identifiable information from children under 13. In the event that we learn we have
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This statement may change from time to time, so please check back periodically.