Charles Grotyohann, IV, CFP®, CExP®, ChFC®, CLU®, LUTCF

Since 1986, Charles has been helping individuals, their families and the companies they own and work for with their financial strategies.  Through his consultative approach, he helps people become more financially organized in all areas of wealth management, preservation and distribution.

PROFESSIONAL SERVICES

• Fee Based Planning
• Tax Qualified Plan Specialist
• 401(k) Plans, SEPS and SIMPLES
• Estate Planning
• Retirement Planning
• Business Succession Planning
• Non-Qualified Retirement Plans
• Deferred Compensation Plans
• Executive & Key Person Benefit Plans

QUALIFICATIONS AND DESIGNATIONS

• CFP® Certified Financial Planner™,  CFP Board Certified
• ChFC® Chartered Financial Consultant Designation by the American College
• CLU® Chartered Life Underwriter, American College
• Bachelor of Arts in Business Administration from
• William Paterson College, Wayne, NJ
• Investment Advisor Representative with Park Avenue Securities (PAS)
• Licensed in Life, Health, Property & Casualty Insurance*
• Licensed in the State of New Jersey, New York,
• Pennsylvania, Florida, Kentucky, Virginia
• Securities Licenses Series 7, 6, and 65
• Past President of the North-West Jersey Association of Insurance & Financial Advisors
• Winner of the Rose Bud Award
• Licensed CPE Instructor
• Financial Services Industry Since 1986

ON A PERSONAL NOTE….

Charles lives in Lafayette, NJ with his wife of 27 years and their four wonderful children. He is active in his church parish, St. Joseph’s Church in Newton, NJ. He has also been a committed Member of the Newton Rotary Club for over 15 years. Charles and his wife volunteer for the Sussex County Woman’s Forum, a non-profit organization that helps women and their families whose lives have been impacted with a cancer diagnosis. Also in the community, he is a Member of the Knights of Columbus and a Martial Arts Instructor.  

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0K34406