CharlesThoma (Charles Thomas)

Charles began his career in the corporate financial world after graduating from Seton Hall University. His financial background includes working in industries as diverse as advertising, retail and industrial equipment leasing. It is this experience that gives Charles the ability to pay attention to detail yet see the big picture. With over 10 years of experience, the last 4 years in the financial services industry as a financial consultant, Charles brings a unique individual approach that focuses on his client’s needs and goals. He prides himself in making sure that his clients understand the investment choices being presented and how they will help attain their financial goals. Charles believes that communication is the key to a successful financial plan. Charles welcomes the opportunity to assist our members with all aspects of their financial planning.