Charles C. Weeks Jr., JD, CFP®
Creating the Roadmap to Your Financial Success | Fiduciary Financial Advisor
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Serving Clients Nationwide
Creating the Roadmap to Your Financial Success | Fiduciary Financial Advisor
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Charles C. Weeks Jr., JD, CFP®
Hi, I'm Charles Weeks. I received my Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting, and my Juris Doctorate from Villanova University School of Law where I focused my studies on Business and Estate planning.I have completed the Education, Examination, Experience, and Ethical requirements of the Certified Financial Planner Board of Standards Inc., and I am a CERTIFIED FINANCIAL PLANNER® practitioner.
I am the founding partner of Barrister, a State Registered Investment Advisor, which provides financial planning, investment management, and risk management for individuals, retirement plan and insurance solutions for business, and asset management for institutions and nonprofits.
I created and developed the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University. I served over 10 years as an Assistant Professor of Finance and an instructor for the Certificate Program at Stockton University.
I also founded Barrister Higher Learning, LLC, which provides CFP® certification 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.
Prior to founding Barrister, I was the Managing Director of a Registered Investment Advisor in Philadelphia, leading the creation and development of the firm. I previously worked in the finance industry as both a Financial Advisor and Financial Analyst at Merrill Lynch, Morgan Stanley and Accenture.
While in law school I was an extern for the Honorable Bruce W. Kauffman of the United States District Court for the Eastern District of Pennsylvania. In addition, I was a legal intern for a publicly traded software company and a private wealth management firm.
I reside with my wife, son and daughter in the Philadelphia suburbs and enjoy reading, golfing, exercise, snowboarding, surfing, spending time with family, and relaxing on the beach.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Juris Doctor (J.D.)
Affiliations
-
CFP Board
- Financial Planning Association
Primary Location
501 Office Center Drive, Suite 125, Ft. Washington, PA 19034
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. This initial consultation will last about 45-60 minutes and will be focused on getting to know each other and assessing how we can best meet your needs.Topics covered will include Barrister, our strategies, and principles, as well as your financial information and reasons for seeking a financial advocate.
This initial conversation is obligation-free and will incur no cost. It is intended to provide more clarity on whether Barrister will be a good fit for your financial needs and goals. I look forward t speaking with you.
Offers Investment Management
Yes
About Barrister
Barrister is a firm of CFP® practitioners, acting as fiduciaries, providing planning, investment and insurance advisory while acting in our client’s best interest.As your dedicated financial fiduciary, we manage client’s wealth for your benefit, not our own. We take a holistic approach that analyzes the entire financial picture before drilling into the details of your unique circumstances, goals, tax considerations, and preferences.
Through experienced guidance, customized goal setting, and a forward-thinking approach, Barrister’s financial fiduciaries can help you achieve your financial goals.
Services Designed for you
Barrister provides financial services tailored to your needs. Whether you want to open a business or save for retirement, we’ll provide the guidance and solutions to help you achieve your financial goals.
✔️ Financial Planning
Our experienced financial planners will work with you to create a financial model to reduce financial anxiety and give you the best opportunity to achieve all of your financial goals.
✔️ Investment Advisory
We offer custom model portfolios built for long-term growth with a focus on reducing risk, managing costs and minimizing taxes.
✔️ Institutional Services
Whether you are a new small business or a large multi-generational enterprise, we have employee benefits solutions ranging from retirement plans to group health and life to fit your needs.
Who We Serve
Since our founding, Barrister’s fiduciaries have helped people across the country. We strive to provide ethical financial planning services that help you thrive.
Whether you’re a doctor, nurse, business owner, or retiree, we’ll design a personal plan based on your specific goals and objectives. From college and retirement planning to employee benefits and investment advisory, we offer guidance for everybody and every organization from all walks of life.
Education
Villanova University Charles Widger School of Law Doctor of Law (JD) | La Salle University B.S., Finance and Accounting
Hobbies and Interests
- Beach
- Exercising
- Family
- Golf
- Reading
- Snowboarding
- Surfing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Physicians
- Widow
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FAQs
FAQ Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
