Charles V. Rousseau, CLU®, ChFC, CRPC®, CFP®

I was born and raised in Waterford, CT and reside in Mystic, CT with my wife Barbara and two children, Isabelle and Connor. I have been helping individuals and businesses implement various financial strategies since 1983. Below are some of my professional credentials:

• Waterford High School 1979 Diploma
• Colby College, 1983 B.A - Administrative Sciences - Math
• Chartered Financial Consultant designation1993
• Chartered Life Underwriter designation 1995
• CERTIFIED FINANCIAL PLANNER™ Certificant 1996
• Past President New London County Life Underwriters
• Special Care Planner
• Presidents Conference Qualifier - MetLife 2011-2017
• Five Star Wealth Manager Recognition* 2012-2022

Series 6, 63, 65, 7, 22, 24, 26 securities registrations.

*This award was issued by Five Star Professional. For each year issued, the award issue date and time period are as follows:

2012: Issued 11/01/2012 for the time period 03/06/2011 - 09/10/2011
2013: Issued 11/01/2013 for the time period 03/16/2012 - 09/10/2012
2014: Issued 11/01/2014 for the time period 03/16/2013 - 09/10/2013
2015: Issued 11/01/2015 for the time period 03/16/2015 - 09/10/2015
2016: Issued 10/01/2016 for the time period 03/25/2016 - 09/28/2016
2017: Issued 11/01/2017 for the time period 02/15/2017 - 09/11/2017
2018: Issued 11/01/2018 for the time period 02/15/2015 - 09/21/2018
2019: Issued 11/01/2019 for the time period 02/18/2019 - 09/27/2019
2020: Issued 11/02/2020 for the time period 02/17/2020 - 09/18/2020
2021: Issued 11/01/2021 for the time period 02/15/2021 - 09/10/2021
2022: Issued 11/01/2022 for the time period 02/28/2022 - 09/02/2022