Charles Yarnold, Vice President of Wealth Management, Vice President of Retirement Plan Services- Focused Wealth Management an SEC Registered Investment Advisor, with offices at 216 State Route 299 Highland NY. Charles is a Registered Representative with Securities America and is a member of Focused Wealth Managements Investment Committee.
Mr. Yarnold graduated from Rensselaer Polytechnic Institute with a degree in Business Management. Charles holds his series 7,6,63,66 and has a life/health insurance license. Charles obtained the AIF® designation in 2011. He is currently a CFP® candidate. He has engaged in money management for the past 12 years.
Mr. Yarnold seeks to develop strong client relationships with individuals, companies, unions, and organizations. He co- manages individual accounts, 401(k)’s, 403(b)’s, deferred compensation plans, college education accounts as well as company and organization 401(k)’s/retirement accounts, pension, endowments, and trust accounts.
Charles is also responsible for marketing and educating retirement plan participants including 403(b), 401(k), and 457 plans. Charles helps individuals to understand and maximize the benefits of their company retirement plan.
Charles is a co-founder of the RiverView Run for Parkinson’s research. He is an active runner and fundraiser for Team Fox, and member of the Michael J. Fox Foundation. Charles also is on the board of Caring Connections, a not for profit that serves as a resource for the caregivers of Ulster County. Charles was an All-decade pitcher on the Rensselaer Polytechnic Institute baseball team.
“The Investment Fiduciary standard of care applies to advisory services only.”