Charles P. (Chuck) Hess is an Attorney, CPA (inactive) and independent financial planning consultant specializing in the areas of Investments, Insurance, Business and Estate Planning. He has distinguished himself over the past 35 years as a nationally recognized lecturer, guest speaker, author and consultant, whose financial planning knowledge is sought after by not only his clients, but by other professionals and their clients as well.
As the General Securities Principal for Bloomingdale Associates, a boutique Financial Planning firm located in Wayne, PA, Chuck takes great pride in helping his clients develop a personalized strategy for their “Financial Wellbeing”. He has dedicated his career to helping clients achieve a vision of how they can not only accumulate wealth but use their wealth to bring more fulfillment to their lives, both for themselves and for their families.
Chuck earned his CPA as a Tax Specialist with Arthur Andersen and Company, one of the largest CPA firms in the world at that time. He later formed and was President of Keystone Financial Planners, Inc., one of the first Corporate Registered Investment Advisors in the country. Chuck was then recruited to be National Director of Product Evaluation for CMS Companies, Inc., where he helped design Deferred Compensation Plans for key executives of Fortune 500 Companies including General Dynamics and Coca-Cola.
After graduating Cum Laude with a B.S. degree in Business Administration from Widener University, Chuck received his Juris Doctor from Villanova Law School, and then went on to earn his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College. He is also a Licensed Life and Health Insurance Agent, and Investment Adviser Representative of Capital Analysts, LLC and Lincoln Investment, LLC.
Chuck is a member of the American and Pennsylvania Bar Associations and past member of the American and Pennsylvania Institutes of Certified Public Accountants, the National Association of Chartered Life Underwriters, the Million Dollar Round Table, the Porsche and BMW Car Clubs of America and the Harley Davidson Owners Group. Chuck can be reached at 610-989-9300, x119, or at chess@finanplner.com.
Legal services are not offered through, or supervised by, The Lincoln Investment Companies.
The Million Dollar Round Table (MDRT) is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
The award is not indicative of future performance. Working with a Million Dollar Round Table professional is no guarantee of future investment success.