Charles P. Boinske, CFA

Charles P. Boinske, CFA, is a prominent figure in the wealth management industry with multiple roles and accomplishments to his name. He currently serves as the Principal, Wealth Manager, and Chief Visionary Officer at Modera Wealth Management, LLC.12

Professional Background

Boinske is a Chartered Financial Analyst (CFA) and has extensive experience in wealth and investment advisory services.3 His expertise spans various aspects of financial management, with a focus on helping clients achieve financial independence.12

Roles and Responsibilities

At Modera Wealth Management:: Boinske holds key leadership positions, including:

• Principal
• Wealth Manager
• Chief Visionary Officer

These roles indicate his significant influence in shaping the company's strategic direction and client services.12

Podcasting:: Boinske is the host of "The Wealth Cast," a podcast where he and his guests discuss various topics related to wealth management and financial independence.12 This platform allows him to share his expertise and insights with a broader audience.

Previous Experience

Prior to his current position at Modera Wealth Management, Boinske served as the President of Independence Advisors, LLC.34 This background suggests a long-standing career in financial advisory and wealth management services.

Skills and Expertise

Boinske's professional profile highlights his capabilities in:

• Wealth management
• Investment advisory
• Financial planning
• Global financial markets

He is also recognized as a global financial keynote speaker, indicating his ability to communicate complex financial concepts to diverse audiences.3

Charles P. Boinske's LinkedIn username is charlesboinske, as mentioned in the query. His multifaceted career in wealth management, coupled with his role as a podcaster and speaker, positions him as a respected voice in the financial industry.