Just click on any name to find out more about our highly qualified financial planners.
Charles D. Wild , CFP®
National Wealth Advisors, Inc.
1025 Westchester Avenue, Suite 318
White Plains, NY 10604
914 729-1108
www.nationalwealthadvisorsinc.com
cwild@nwadvisorsinc.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600
Education:
• The American College, Certified Financial Planner™
Certification Program
• State University of New York at New Paltz School of
Business, Bachelor of Science Degree in Marketing
Specialization:
• Comprehensive Financial Planning
• Investment Planning
• Retirement Planning
• Risk Management
• Pension, Executive, and Employee Benefit Plan Design/
Implementation
• Estate Planning
Business Experience:
• Managing Partner and Senior Financial Consultant -
National Wealth Advisors, Inc.
• Founder, President and Senior Financial Consultant
CDW Financial, LLC
• Managing Partner and Brokerage Manager,
owR Opinion, LLC
• Financial Consultant - Strategies For Wealth
Organizations:
• National Association of Insurance and Financial
Professionals Westchester/Rockland Chapter
• Society of Financial Service Professionals
Fairfield/Westchester Chapter
• Estate Planning Council of Westchester County, Inc.
Community:
• Candreva Foundation for Education Board Member
• The Walkabout Program Volunteer Teacher and
Wilderness Trip Adjunct
Personal:
• Car and Motorcycle Enthusiast
• Ice Hockey Enthusiast
•Madison Avenue Sports Car Driving and Chowder Society
(MASCDCS) Vice President
• Greenwich Concours d'Elegance - Judge and Volunteer
