Chuck Wienckowski, Principal, CPA/PFS, CDFA®, AEP®


Chuck has more than 40 years of experience in taxation, personal financial planning, insurance services, estate planning and wealth management.  He graduated from the University of Richmond with a Bachelor of Science degree in accounting.  Chuck is a member of the American Institute of Certified Public Accountants’ Personal Financial Planning Division and serves as the chairman of the Personal Financial Planning Committee of the Maryland Association of Certified Public Accountants. He is also a member of The Institute for Divorce Financial Analysts and the Baltimore Estate Planning Council. Chuck is a Certified Public Accountant, a Personal Financial Specialist, a Certified Divorce Financial Analyst, an Accredited Estate Planner, Investment Advisor, and is licensed for Life and Health Insurance.

Chuck has played an active role in the community for many years. He is a member of the Board of Trustees of Harford Day School, and is a past officer and member of the Harford Land Trust and the Bel Air Rotary Club. Additionally, he was a member of the M&T Bank Advisory Board for the Northeast Region from 1998 to 2004.

Check the background of this investment professional at FINRA’s BrokerCheck.