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Chuck Drawbaugh is a financial planner and has been in the financial services field for over 30 years. Chuck specializes in educating individuals about the importance of efficient strategies in the working years to ensure maximum income in retirement. He particularly enjoys assisting families as an expert and advocate with the college financial aid process and funding solutions. Over his career, Chuck has obtained several industry licenses: Series 6, 63, 65, and Life and Health Insurance Licenses. Ongoing education throughout his career has enabled him to help his clients protect what they have and get what they want.
 
Chuck's mission is to help clients navigate to and through life's major milestones while minimizing the risk along the way. He graduated with a B.A. in Business from Gettysburg College, and currently resides in Manasquan, NJ; where he and his wife raised their three children.
 
                                             




                                                                             Why I became an advisor...
 
I had great guidance and support from my family growing up and I was encouraged to work hard and try many things as a foundation for learning. Some of my earlier jobs included working in the kitchen, house and grounds and as a sailing instructor and later bartender at a Yacht Club, and cutting lawns during the summer while shoveling snow in the winter. These were my introductions to the importance of working with and treating people the right way. I was fortunate to have many great people teaching me along the way and that created my own desire to educate and help people. I was also very active in sports growing up playing baseball, basketball, and soccer, continuing soccer at Gettysburg College. One of my greatest blessings growing up was my exposure to racing sailboats and sharing a passion with my parents and brother. A pretty great childhood; but there was something that always seemed to be on my mind growing up.
 
I never knew either of my grandfathers, as both died young; one from tuberculosis and the other in a train wreck in Woodbridge, NJ. My father’s dad rushed to catch an early train home for my Dad’s birthday but never made it home. When I was younger, I just felt like I missed out by not knowing my grandfathers, but as I got older and learned more about money and responsibilities, I started to understand how life could have been very different for many people in my family if there was not proper planning in place. Heck, for all I know, I may not be here to share this story were it not for a commitment to planning. I suspect that is why planning and being organized were always emphasized as I was growing up. While there are several definitions of “planning” depending on the context, at some point along the way, I heard the definition of planning to be: Consciously bringing the future into the present, so that you can do something today that will favorably impact the future – or something along those lines.
 
These are the things that have always stuck with me and shaped my desire to educate people about the importance of planning and then help them implement the strategies that will address their concerns and help them achieve their goals. Another major lesson I learned as I got older was that life gets really busy and it isn’t always easy to find the time to do all the things we want and need to do. That is a big factor that drives me to be a professional resource to my clients and partner with them to make planning a priority and get things done. I look forward to hearing your story and helping you plan for your successful future.