Charles Green

CFP®

Springboard Asset Management, LLC

Fee-only Financial Planner

Contact Me

Charles Green

CFP®

Springboard Asset Management, LLC

Fee-only Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Charles Green, CFP®

Contact Me

203-651-7110

Website

Fee-Only financial planner located in Cheshire, CT, serving clients locally and across the country

Meet Charles Green

Charles Green is a Cheshire, CT fee-only financial planner. Springboard Asset Management, LLC provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Charles Green is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Charles Green is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Charles Green is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Charles Green

203-651-7110

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Office Locations:

  • 355 Highland Ave
    Suite 201
    Cheshire, CT 6410
  • 355 Highland Ave
    Suite 201
    Cheshire, CT 6410
  • 355 Highland Ave
    Suite 201
    Cheshire, CT 6410

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