Chuck is a co-founder of Core Wealth Advisors, Inc., a Certified Public Accountant and a Personal Financial Specialist, a designation recognized by the American Institute of Certified Public Accountants. He is responsible for developing and executing the firm’s strategic vision. Chuck works closely with clients to coordinate their individual financial planning, tax compliance, asset protection and wealth management needs. He then incorporates the client’s concerns and opportunities into an investment strategy to meet their long term financial planning goals. Chuck and his wife Lisa have lived in Lakeland since 1979. In his spare time, Chuck enjoys time in the mountains with family, fly fishing and attending sporting events.