Broker Check
Charles A. Lambert, CRPC

Charles A. Lambert, CRPC

Investment Adviser Representative

Our Mission: We are committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive advisory services to help people prioritize and attain their financial goals. We champion our clients goals with passion and integrity and provide superior service in every aspect of our client experience.

I collaborate with my team members Vanoy Nelson, John Kinsella, Charlie Gordon, Ian Ruderman, Matthew Siegel, Douglas Berry and Vincent Tagliaferri, CFP. Our team-based approach and diverse areas of expertise allow us to provide a platinum client experience for every client we work with.


Trust us with Your Financial Future

In a world crowded with new investments, changing tax laws, rapidly evolving insurance products and volatile economic cycles, more and more people are looking for the right financial professional to guide them. By consolidating all aspects of your financial life, my team and I are able to take a full-scope view of your situation which helps us provide you with the right strategies at the right time.

It is extremely important to me that you understand the value of preparing now for your financial future. I offer educational services that can help you make informed decisions in choosing the appropriate products and services to fit your needs. I can also provide you with a full assessment of your financial needs which include a retirement needs analysis and investment portfolio analysis.

I live in Freehold, NJ with my wife Venus where I am active in local civic and business organizations. In my spare time, I enjoy collecting sports memorabilia and traveling.


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