Charles G. Breschi, CFS
Vice President
HUB Retirement and Wealth Management
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.
Advisor Location
11019 McCormick Road, Suite 110 Hunt Valley, Maryland 21031
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
- Institutional Investment Advisory
- Institutional Cash Management
- Business Planning Services
- Exit Planning
- Life, Disability and Long-Term Care Insurance