About Us

Charles Dweck

AIF®

Charles Dweck is a Financial Services Representative with Fortis Lux Financial/Mass Mutual. Charles’ broad knowledge of insurance, investment products, and retirement plans gives his clients the confidence they need when working with a financial services representative. His client base is comprised primarily of business owners, guiding them in ways to leverage their business in the pursuit of personal planning.

Charles recently received his A.I.F.® accreditation, and runs a retirement plan practice. His team provides and executes on plan implementation, guidance, and employee educational workshop seminars to the participants. He has over 15 years’ experience in the financial services industry, along with an experienced support team.

Charles is a graduate from Rutgers University and he holds the Accredited Investment Fiduciary (AIF) designation. In his free time, Charles enjoys spending time with his wife and 4 children and is proud of the time he spends on the board of a community outreach organization whose focus is to help struggling families regain financial stability and self esteem.

Domiciled in NY