Charles with Flag

Charles J. Feldman CLU, CHFC, MSFS


Charles has provided financial advice to business owners and professionals and has guided multiple generations of families in building, protecting and conserving their estates. Assuring that family and financial objectives are met and that a client’s affairs are in order is a calling for which Charles is passionate.

Charles received his B.S. in Finance at Syracuse University in 1969 while at the same time working for three years as an agent with Provident Mutual and also on a Trust department’s investment project. He came back to his hometown in Annapolis, Maryland after graduating and has always operated as an independent advisor, providing clients with protection for death, disability, retirement, and long term health care as well as objective investment planning advice. The tax efficiency of plans and the attention to “Special Needs” having always been of the utmost concern.

Having served on the boards of several banks and on the advisory boards of two life insurance companies, Charles has been an integral part of the financial services profession. As a Board Member of the Forum 400 and a member of AALU, his efforts have been a major contribution to the very best practices within the industry.

Charles has been a guest lecturer at the University of Baltimore Law School’s Masters in Tax program and at the University of Alabama for Finance major students on the topic of life insurance. He has also been a speaker at the Top of the Table.

Charles served as Managing Trustee of the Endowment Trust Fund of a synagogue and also has served as an officer in the local Jewish War Veterans chapter.

Charles and his wife, Dianne, enjoy spending time with their three sons, two granddaughters and four grandsons. Charles has also served as a valuable mentor for his son and consults for his son Joe’s company, Feldman Wealth Advisory, LLC.

Charles is affiliated with the following professional organizations: AALU, Million Dollar Round Table, Forum 400, NAIFA and Anne Arundel County Estate Planning Council.