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Charles Weeks CFP Board Ambassador
CFP Board Ambassadors

Charles Weeks, JD, CFP®

Philadelphia, PA

Charles Weeks is the founding partner of Barrister, a state-registered investment advisor that provides financial planning, investment management and risk management for individuals, retirement plan and insurance solutions for businesses, and asset management for institutions and nonprofits.

Charles created and developed the undergraduate financial planning concentration and the continuing studies certificate in financial planning at Stockton University, serving over 10 years as an Assistant Professor of Finance and an instructor for the Certificate Program. He also founded Barrister Higher Learning, LLC, which provides CFP® education and exam review courses, along with financial literacy and financial planning presentations, for audiences ranging from high school students to senior citizens to seasoned financial advisors.

Charles previously worked in the financial services as both a Financial Advisor and Financial Analyst at Merrill Lynch, Morgan Stanley and Accenture.

Charles resides with his wife, Dianna, and son, Trey, in Philadelphia and enjoys reading, golfing, snowboarding and relaxing on the beach.

Charles holds a B.S. in Finance with a minor in Accounting from LaSalle University and a J.D. from Villanova University School of Law, with a focus on business and estate planning.