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CFP Exam Prep Bootcamp
About Charles
Unbroke
Contact Us

CFP Exam Prep Bootcamp
About Charles
Unbroke
Contact Us

"Before anything else,
preparation is the
key to success."

- Alexander Graham Bell

See our upcoming
CFP®️ Exam Prep Bootcamps

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About Charles

Charles is a graduate of LaSalle University where he majored in Finance and minored in Accounting. He also earned his Juris Doctorate from Villanova University School of Law. He has completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and is a CERTIFIED FINANCIAL PLANNER™️ (CFP®️) practitioner.

Charles is the Founding Partner of Barrister, a Registered Investment Advisor that provides Financial Planning, Investment Management and Insurance to Individuals, Institutions and Businesses. In 2011 Charles created and developed the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University, where he serves as an Assistant Professor of Finance. Finally, he founded Barrister Higher Learning, LLC, which provides CFP®️ education and exam review courses, along with financial literacy and financial planning presentations for audiences ranging from high school students to senior citizens to seasoned Financial Advisors. Charles has been a contributor for Barron’s, USA Today, MarketWatch, CNBC, The Street, Financial Planning and Business Insider.

Contact Us

1515 Market Street, Suite 1050
Philadelphia, PA 19102

cweeks@barrister.net

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