Charles Bergamo, J.D., ChFC®, CLU®, ChSNC®

Wealth Management Advisor


Charles Bergamo is actively involved in the area of Planning for Individuals with special needs. He serves on the Connecticut Council on Developmental Disabilities and as Chairperson to the State of Connecticut Department of Developmental Services West Regional Advisory Council. These are advisory positions and voluntary. He is also actively involved in his daughters disability organization (Syngap 1). In addition he spoken to national groups on the issues surrounding Planning for Individuals with special needs. As the parent of a child with special needs his goal and passions is to pass that knowledge along to similarly situated individuals to help those families provide for and take care of the person they love.

His office is in New Haven and he serves clients throughout the tristate area.


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