charlie

CHARLES J. MCNAMARA, III, CMFC®, LUTCF

FINANCIAL ADVISOR
(215) 348-3219

  

Charles J. Macnamara, III (Charlie) is a nearly 20-year veteran of the financial services industry. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and expertise to the financial field. As a representative of The Prudential Insurance Company of America, where Charlie began his career in 2001. His hard work and dedication also landed him a promotion to managing partner of the agency in only 3 years. Then in 2007 Charlie opened up his own practice bringing on trusted colleague and partner Ricardo J. Ferreira in 2011. Charlie’s passion for working with clients one-on-one to find specialized solutions to help them pursue their financial goals, drives Rosenau Financial Advisors’s client focused mission and continued success.

Charlie understands that knowledge of the latest revelations in the financial industry is a key factor in providing experienced advice, and consistently keeps his Chartered Mutual Fund Counselor (CMFC®) and Life Underwriter Training Council Fellow (LUTCF) designations current.

Born and raised in Doylestown Borough, Charlie understands the need for community involvement and gives back locally through Coaching Softball, and participating in a multitude of Community and Church Activities. Charlie is a faithful husband to wife Lisa, and proud father of his daughter Carissa, and two dogs. He enjoys weightlifting, and fishing.