Meet Charles

A graduate of Gettysburg College in 2009, Charles Floeckher has spent time at New York Life, Commonwealth Financial Group and Citizens Investments prior to joining TrueView. He has been with TrueView Financial since April of 2020, and over 10 years of experience in the financial planning industry.

Originally from Baltimore, MD, Charles and his wife, Michele, moved to Boston in 2013. They currently live in Swampscott with their daughter, Eleanor, and Copper the chocolate lab. In his spare time, he enjoys spending time with his family at the beach, skiing, mountain biking in Vermont, landscaping, and playing lacrosse. Charles currently holds series 7 & 66 securities, life, and health licenses.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License Number – 0M33490.