Charles C. Weeks, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Charles C. Weeks, Jr. CFP®

JD,

Founding Partner

Barrister

1515 Market Street, Suite 1050
Philadelphia, PA 19102
FINANCIAL ADVISOR'S WEBSITE
(800) 465-8140 CONNECT WITH Charles
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

General

Charles Weeks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Barrister in Philadelphia, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance: NJ and PA
  • Health/disability insurance: NJ and PA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources