Charles Rousseau,
CFP®, CLU®, ChFC, CRPC®
Partner and Financial Planner, Financial Advisor
I was born and raised in Waterford, CT and reside in Mystic, CT with my wife Barbara and two children, Isabelle and Connor. I have been helping individuals and businesses implement various financial strategies since 1983. Below are some of my professional credentials:
- Waterford High School 1979 Diploma
- Colby College, 1983 B.A - Administrative Sciences - Math
- Chartered Financial Consultant designation1993
- Chartered Life Underwriter designation 1995
- CERTIFIED FINANCIAL PLANNER™ Certificant 1996
- Past President New London County Life Underwriters
- Special Care Planner
- Presidents Conference Qualifier - MetLife 2011-2017
- Five Star Wealth Manager Recognition* 2012-2022
Series 6, 63, 65, 7, 22, 24, 26 securities registrations.
*This award has been issued by Five Star Professional. For each year issued, the award issue date and time period are as follows: 2023: 11/01/23, 02/13/23- 08/31/23; 2022: 11/1/22, 2/29/22 - 9/2/22; 2021: 11/1/21, 2/15/21 - 9/10/21; 2020: 11/2/20, 2/17/20 - 9/18/20; 2019: 11/1/19, 2/18/19 - 9/27/19. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.