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  1818 Market Street
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Philadelphia, PA 19103
Phone: (215) 665-1058


   

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Charles Bartler:
A registered Investment Advisor Representative, is President and founder of Bartler Wealth Management Group and has worked extensively in the field of financial management since 1976. His designations are Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Through his hard work and diligence, Charles was a member of the Advisor Counsel and Presidents Counsel of Investment Advisors and Consultants, Inc. before it’s merger with Royal Alliance Securities in 2006, and co-produced the College Money Radio Show airing on five stations across the Delaware Valley.

Charles has been quoted in Money Magazine and has appeared on numerous radio and television shows. Acting upon his strong belief on the importance of giving back to his community, Charles devotes a significant amount of time to presenting retirement solutions workshops, Make-A-Wish Foundation, Saint Joseph's Prep, co-chairing that organization's largest fund raiser "The Hawktion". Most recently supports his wife Regina, with the annual fund raiser held each May at the Philadelphia Sea Port Museum, “Crossing the River for a Cause” benefiting Guadalupe Family Services of Camden, NJ. Charles served 5 years on the board of directors and is past President of the Southern New Jersey Chapter of the American Society of CLU, ChFC now known as the Society of Financial Service Professionals. Personal Information: Charles and his wife, Regina, have been married for 31 years and they have 2 sons, Kyle who has been appointed to the FAA in Hawaii and Christopher who has joined Bartler Wealth Management Group in 2009 extending the legacy into the next generation. Charles' hobbies include spending time with his family, traveling, sampling fine restaurants, wine making, reading, surfing, captaining his charter sport fishing boat, Chazman.

Personal Information: Charles and his wife, Regina, have been married for 31 years and they have 2 sons, Kyle who has been appointed to the FAA in Hawaii and Christopher who has joined Bartler Wealth Management Group in 2009 extending the legacy into the next generation. Charles' hobbies include spending time with his family, traveling, sampling fine restaurants, wine making, reading, surfing, captaining his charter sport fishing boat, Chazman.




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