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

Wealth Management Advisor

Professional

Before Charles Bergamo can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

 

Associations and Memberships

Chairperson of the Department of Disabiliy Services (DDS) Advisory Council Western Region

Member of the Connecticut Council on Developmental Disabilities

Member of the Association of Special Needs Planners

  

Designations

CLU®

Charles Bergamo has earned the Chartered Life Underwriter (CLU®) designation.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC®

Charles Bergamo has earned the Chartered Financial Consultant (ChFC®) designation.

ChFC®  focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

ChSNC

The Chartered Special Needs Consultant™ provides financial professionals with the technical, collaborative, and quantitative skills necessary to help your clients with special needs. The ChSNC™, exclusive to The American College, is a new program designed to provide people with disabilities and other special needs with a more competent advisor. ChSNC™ designees will be equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics, and compassion. A ChSNC™ can navigate the unique considerations, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a disabled loved one.

CLTC

With the CLTC designation, Charles Bergamo has received one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance. The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.

 

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