
Charles G. Breschi, CFS
Vice President
Background
Chuck is Vice President of HUB Retirement and Wealth Management. He was a partner at Franklin Financial Group for 22 years prior to the merger with HUB in 2023. He specializes in personal wealth management and retirement income planning, as well as individual life, disability and long-term care insurance. He also provides services to employer sponsored retirement plans and business insurance solutions. He is a Registered Representative with LPL Financial and a Registered Investment Advisor Representative with Global Retirement Partners (GRP). He has the FINRA Series 6, 7, 63 and 65 licenses and holds the Certified Fund Specialist (CFS®) designation.
Chuck is a graduate of Loyola Blakefield and the University of North Carolina, Chapel Hill. He captained the lacrosse teams at both schools and was named to the USILA All-American team in 1993 and 1994.
Chuck lives in Glen Arm with his wife Kelly, son Alex, daughter Grace and their 3 dogs. He enjoys Italian food, fishing and playing bad golf.
*Series 6, 7 and 63 securities registrations held with LPL Financial. Series 65 registration held with GRP.
Areas of focus
- Business Planning Services
- Employee Financial Education
- Employee Financial Wellness
- Employee Retirement Plans
- Executive Benefits
- Exit Planning
- Fiduciary Services
- Institutional Advisory
- Life, Disability and Long-Term Care Insurance
- Wealth Management
Get in touch with Charles G. Breschi, CFS
Hunt Valley, MD · 443-391-9100