Charles Reutemann

I grew up in Latham, NY and watched my father run a clothing store before he transitioned into financial planning. Weekends meant running around that store while the salespeople pulled pranks and brought me into their close-knit world. That family atmosphere stuck with me and eventually drew me to work alongside my father in this field.

After earning my Bachelor of Science from Le Moyne College, I built a practice centered on one core belief: financial planning works best when you look at the full picture rather than isolated pieces. Over more than a decade in this industry, I've developed expertise in working with business owners and individuals on retirement planning, investment strategies, qualified retirement plans, 401(k) and IRA rollovers, college funding, life insurance analysis, and comprehensive financial planning. I hold the CFP®, ChFC®, RPA, and AIF® designations because staying at the forefront of this profession matters when clients trust you with their goals.

What drives me is the opportunity to serve as a trusted advisor while people work toward both immediate priorities and long-term objectives. Building genuine relationships makes this work meaningful. Every client brings unique circumstances, and creating tailored strategies that address individual needs gives me real satisfaction.

I live in Colonie with my wife, Chelsea, and our two young sons. Family anchors everything I do, and I work to balance my time between the office and home. When I'm not working, you'll find me on the slopes, the lacrosse field, or the golf course. We spend summers hiking in the Adirondacks and enjoying Lake George together.

Giving back matters to me. I served as an adaptive ski instructor with STRIDE Adaptive Sports for six years, and coached fifth and sixth grade lacrosse in North Colonie for six years. Currently, I serve as president of the Financial Literacy Alliance, working to expand financial education in our community.