Chuck is a CERTIFIED FINANCIAL
PLANNER™ certificant who has been
dedicated to helping individuals with all
aspects of financial planning. He brings
20 years of experience to this full service retirement planning consulting
firm.
Chuck has a Bachelor of Science
degree and an MBA from Rutgers
University. Chuck holds NASD Series 7
and 65 securities registrations and is
currently insurance licensed in Florida
and New Jersey.
He has completed the Financial
Planning program at the University of
South Florida and was awarded the
CFP® designation by the Certified
Financial Planner Board of Standards,
Inc. Chuck is the President of the Rutgers Club of Tampa Bay, Past-President of the New Tampa noon Rotary, and a Board Member of the University of South Florida Clarion Society. He is also a member of the New Tampa Chamber of Commerce and Hunters Green Country Club.
Chuck, his wife Lois, and their two
children, Elizabeth and CJ have resided
in the Tampa Bay area for over 10
years.
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Charles J. Lewandowski,* CFP®
WEST COAST FINANCIAL GROUP, INC. |
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Chuck understands the important role a CERTIFIED FINANCIAL PLANNER™ certificant plays
in helping individuals and families achieve their life goals. As your professional partner,
he can provide:
- Lifetime Needs Analysis
Chuck develops a long-term working relationship with his clients, providing financial
solutions as they progress through their careers on into retirement. As you approach
retirement, Chuck provides retirement estimates and counseling to help you maximize
your benefits and flexibility.
- Personalized Strategies and Solutions Designed
to Help Achieve Your Financial Goals
Chuck takes pride in listening to his clients and helping them achieve their individual
goals. Whether it be one specific goal such as building a retirement nest egg, or a more
comprehensive plan to satisfy several goals such as planning for college, protecting against
the loss of a loved one, and insuring long-term care in later life, Chuck is there to help.
- Objective Investment and Risk Management Advice
Chuck’s client-centered approach to investment counseling can help you assemble a
diversified* portfolio including insurance and risk management strategies designed to
meet your unique needs. Chuck and his team provide their clients with one-stop
shopping:
About West Coast Financial Group, Inc.
West Coast Financial Group, Inc., is an independent, locally owned and operated full service retirement
planning consulting firm. Founded in 1986 by Rick and Bret Smith, WCFG was built following core
values; trust, integrity, competency, and service. In this era of “financial supermarkets” there is no
shortage of companies to choose from. We appeal to the client that seeks face-to-face “old fashion” help,
service and guidance. We believe our clients want a relationship with a human being not just a
computer or telephone, and also seek solid value for their money. West Coast Financial is that firm and
we have been providing face-to-face service since day one. Please feel free to contact us for your free
face-to-face consultation. Thank you for the opportunity to serve your financial needs. To learn more
about how Chuck can help you achieve your financial goals, call 813 269-7100.
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*Financial Representative offering Advisory Services and Securities through Lincoln Investment
Planning, Inc. Registered Investment Advisor, Member FINRA/SIPC Lincoln Investment and West
Coast Financial Group, Inc. are independently owned and each is responsible for its own business.
**There is no assurance that a diversified portfolio will produce better returns than an
undiversified portfolio, nor does diversification assure against market loss.
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Charles J. Lewandowski
email: clewandowski@westcoastfinancial.com
CERTIFIED FINANCIAL PLANNER
www.cjlcfp.com
West Coast Financial Group Inc.
16241 N. Florida Ave.
Lutz Fl 33549
Phone: 813 269-7100
Fax: 813 269-7125
Toll Free: 800 771 7732
Supervising Office: 218 Glenside Avenue, Wyncote PA 19095 (800) 242-1421
Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Member FINRA/SIPC.
Lincoln West Coast Financial Group, Inc. are independently owned and each is responsible for its own business.
IMPORTANT: The security of electronic mail sent through the Internet is not secured. Lincoln and West Coast Financial Group therefore request that you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is not secured. Lincoln and West Coast Financial Group therefore do not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.
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