Mr. Dinklage is the founder and managing partner of Sequoia Financial Group’s Vermont office. As a native Vermonter, Charles has over 30 years of financial experience, from economic and public policy analysis in the U.S. Senate, to teaching a Personal Finance class at the University of Vermont to his 25+ years providing comprehensive financial planning for clients as they retire and move around the country. Having earned the supplemental title Retirement Planning Specialist from Equitable Advisors based on receipt of a certificate in retirement planning from the Wharton School, Charles has focused his business in the areas of financial planning, wealth management and retirement income planning. He is also a graduate of Advisors Institute, an advanced asset allocation concept and practice management course led by Harvard University professors.
Charles lives in Burlington, VT with his wife and three children and is an avid volleyball player, competing nationally. He was instrumental in establishing Vermont’s high school varsity volleyball program. Charles is a member of Vermont Businesses for Social Responsibility and the Vermont Chartered Financial Analysts Society. He is also past President of the Board of Directors of the Lake Champlain Chamber Music Festival and Treasurer of Child Care Resource.
CA Insurance License #: 4026483. Retirement Planning Specialist title, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].
To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected]
I STRIVE TO PROVIDE THE HIGHEST LEVEL OF PROFESSIONALISM BY:
- Listening to my clients
- Being objective and open
- Providing professional service and advice with integrity