Charles E. Rembert CFP®, AIF®

Chairman CEO

Charles E. Rembert, CFP®, AIF® joined the firm in 1995 and became a principal of the firm in 1999 and serves as Chairman CEO. He is experienced in global investment asset allocation, selection of assets, and portfolio performance measurement for individuals, families and retirement plans. Other areas of experience include risk analysis, retirement, cash management, education and estate planning.

Prior to joining the firm, Mr. Rembert was an insurance agent with New York Life.

Mr. Rembert graduated from McDaniel College (founded as Western Maryland College) in 1991 with a Bachelor of Arts degree in Business Administration. Mr. Rembert received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1997.  In 2005, he earned the Accredited Investment Fiduciary® (AIF®) professional designation from the Center for Fiduciary Studies.  He is also a member of the Financial Planners Association of the National Capital Area.

Charlie resides in Great Falls, Virginia with his wife Anissa and their children, Payton and Avarie. He enjoys spending his free time playing golf and being with his family.


Charlie works on a team with Don, Liz, John, Danny, Bobby and Angie