CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

(802) 660-8999

Mr. Dinklage is the founder and managing partner of Sequoia Financial Group’s Vermont office. As a native Vermonter, Charles has over 25 years of financial experience, from economic and public policy analysis in Washington D.C., to teaching a Personal Finance class at the University of Vermont to his 20+ years providing comprehensive financial planning for clients as they retire and move around the country. Having earned the supplemental title Retirement Planning Specialist, enhancing his capabilities, Charles has focused his business in the areas of financial planning, investment 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 and continues as Head Coach of the Burlington High School 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.

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 Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

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