Charles Palma, CHFC, CLU, MSFS, LUTCF, CLTC

Charles Palma, CHFC, CLU, MSFS, LUTCF, CLTC

Financial Advisor

In February of 2011, Charles joined Wealth Advisory Group, an Agency of Guardian. He supervises a detached office in Hauppauge, N.Y., as well as maintaining his own personal practice.

Charles graduated from St. John’s University in 1993 and joined Northwestern Mutual Insurance Co. where he was a personal producer for 7 years, making MDRT 5 times. In 2000, he decided to take a different career path and moved over to MetLife Financial Services to become a first line manager/trainer. After taking over a vacated managerial position for a detached location, he was promoted to an Agency Sales Director in 2004. When an agency merger occurred, he began a scratch unit of producers and qualified for management Leaders Conference in 2007 and 2008. He continued his education all the while, earning a CLU® designation, along with a ChFC®, LUTCF, CLTC designations respectively. Finally, in 2010, he earned his master’s degree in financial services.

Charles is also very active in the industry. He is a member of the Society of Financial Service Professionals, and served as President of the Suffolk County Chapter from June 2011 to May 2012. He is currently a board member and works closely with the Estate Planning Council of Suffolk County.

Charles is active in the business community, working with many business clients as well as professionals. He is a member of the St. James Chamber of Commerce. He is also big sports fan and coaches youth athletics for his kids.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0B98341