Charles G. Breschi, CFS

Charles G. Breschi, CFS

Vice President

HUB Retirement and Wealth ManagementHunt Valley, MD
About Charles G. Breschi, CFS

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.

Where to find Charles

Hunt Valley, MD office

11019 McCormick Road
Suite 110 Hunt Valley, Maryland 21031

Get directionsVisit the Hunt Valley, MD office page
What this advisor does

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