Charles V. Rousseau, CLU®, ChFC, CRPC®, CFP®

Charles V. Rousseau, CLU®, ChFC, CRPC®, CFP®

Financial Planner; Financial Advisor

California Insurance License #: 0D38611
Phone: (860) 442-9377 ext. 105
Fax: 860-442-2415
E-mail:
 

I was born and raised in Waterford, CT and reside in Mystic, CT with my wife Barbara and two children, Isabelle and Connor. I have been helping individuals and businesses implement various financial strategies since 1983. Below are some of my professional credentials:

  • Waterford High School 1979 Diploma
  • Colby College, 1983 B.A - Administrative Sciences - Math
  • Chartered Financial Consultant 1993
  • Chartered Life Underwriter 1995
  • CERTIFIED FINANCIAL PLANNER™ Certificant 1996
  • Past President New London County Life Underwriters
  • Special Care Planner
  • Presidents Conference Qualifier - MetLife 2011-2017
  • Five Star Wealth Management Recognition: 2012-2018


Licensed Series 6, 63, 65, 7, 22, 24, 26

Insuranced Licenced in: CA, CT, FL, HI, MA, MD, ME, NC, NH, NJ, NY, OH, RI, SC, VA, WI 
Securities Registered in: AL, CT, FL, HI, MA, MD, ME, MT, NM, NY, RI, VA, KY, NH, NJ, WI, UT, CO, GA, SC

 

 

 

 

 

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, firm review and favorable regulatory and complaint history.