Charles L. Failla,  CFP<sup>&reg;</sup> - Financial Advisor

Charles L. Failla, CFP®

Principal

Sovereign Financial Group, Inc.

The Chrysler Building, 405 Lexington Avenue
New York, NY 10174
FINANCIAL ADVISOR'S WEBSITE
(888) 765-8180
(212) 922-1402
CONNECT WITH Charles
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General

Charles Failla is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sovereign Financial Group, Inc. in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Adv. Representative

Insurance Licenses

  • Life insurance: NY, CT, NJ, FL, CA, IL
  • Health/disability insurance: NY, CT, NJ, FL, CA, IL
  • Fixed annuities: NY, CT, NJ, FL, CA, IL
  • Variable annuities: NY, CT, NJ, FL, CA, IL

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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