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Charles Principato
Financial Advisor
301 Tresser Blvd
Floor 10
Stamford CT 06901
(203) 356.8706
(203) 356.8706
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I became a financial advisor because I believe in resilience and growth. Life has taught me that setbacks don’t define us—they shape us. My mission is to help families achieve financial security and freedom, so they can focus on what matters most. I build relationships based on trust and reliability, guiding clients through uncertainty toward their aspirations.
I became a financial advisor because I believe in resilience and growth. Life has taught me that setbacks don’t define us—they shape us. My mission is to help families achieve financial security and freedom, so they can focus on what matters most. I build relationships based on trust and reliability, guiding clients through uncertainty toward their aspirations.
Charles Principato
Profile
| Guiding Families Toward Financial Clarity and Confidence I became a financial advisor because I believe resilience and growth are the foundation of lasting success. Life has taught me that setbacks don’t define us—they shape us. That perspective drives my mission: to help families and professionals achieve financial security and freedom, so they can focus on what matters most. I work independently while collaborating with other advisors to deliver personalized strategies for building and preserving wealth. My clients are early-career professionals and families who value security, growth, and a clear financial plan. Together, we create structured solutions for retirement, tax efficiency, lending, and wealth management—helping clients gain confidence and control through education, transparency, and proactive planning. Growing up in Fairfield County and now based in Stamford, I understand the importance of planning for life’s transitions. Whether it’s preparing for retirement, managing risk, or supporting loved ones, my goal is to simplify complex decisions and provide clarity every step of the way. Ready to take the first step toward your financial future? Let’s start the conversation today. |
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About Me
Clarity. Confidence. Your Financial Future.
I help early-career professionals and families build clarity and confidence in their financial future. Through personalized strategies for retirement, tax efficiency, and wealth preservation, I provide guidance that simplifies complex decisions—so you can focus on what matters most.
Insights
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Charles Principato is registered to do business in CA, CT, DC, DE, FL, MA, MD, ME, MN, NC, NH, NJ, NY, OR, PA, RI, TX, VT, WA.