Chuck Maushardt, CSSCS

Growing up in Rockland County, I learned early that competition brings out the best in people. Four years of varsity athletics taught me what it means to work toward something bigger than yourself, and that mindset has shaped everything I've done since.

After earning my degree in Finance from St. Thomas Aquinas College, I found my calling in helping people navigate one of life's most significant transitions. My work focuses on income distribution planning because I've seen how the right strategy can transform someone's retirement years. There's real satisfaction in watching clients reach milestones they've worked decades to achieve, and I'm fortunate that our practice continues to grow alongside the people we serve.

I hold my Certified Social Security Claiming Specialist designation because the details matter when you're making decisions that affect the rest of your life. My goal-driven nature means I'm never satisfied with surface-level solutions. I want to understand what success looks like for you, then build a plan to get there.

Christine and I live in Old Tappan with our kids. We chose this area partly because we can see my office from our house, but mainly for the schools. Meg and Charlie are both in college now. Peyton competes in cheerleading, and Landon keeps us busy with football, hockey, baseball, and basketball. Between travel teams and competitions, our weekends revolve around watching our kids do what they love. That's exactly how I want it.

I stay connected to my roots through St. Joseph Regional High School's alumni association. Offering internships to current students and introducing them to financial services is one way I can give back to the brotherhood that shaped me. The same values that drove me as an athlete still drive me today in helping others succeed.