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Charles A Villano

Advisor at Guardian Life — Glenview, IL

Updated today

Credentials

CFP®, Series 63

Experience

32 years

Location

Glenview, IL 60026

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,910

Across 510 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Charles Villano is a CFP® professional with 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive background including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Villano serves as a CPE instructor for local CPAs and operates a life coaching program for business owners. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Glenview, IL

2550 Compass Rd, Suite E

Glenview IL 60026

Advisors at this office

5

Most active in

Arizona · Arkansas · California · Connecticut · Delaware · District of Columbia · Florida · Hawaii · Illinois · Indiana · Iowa · Kansas · Maryland · Massachusetts · Michigan · Missouri · New Jersey · New York · North Carolina · North Dakota · Ohio · Oklahoma · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Work history

32 years of industry experience

Guardian Life Insurance Company

2024 - Present • 2 years

Elkhorn, WI

Park Avenue Securities

2024 - Present • 2 years

Elkhorn, WI

Guardian Life Insurance

2023 - Present • 3 years

Glenview, IL

Park Avenue Securities

2023 - Present • 3 years

Glenview, IL

Park Avenue Securities

2022 - 2023 • 1 year

Palatine, IL

Guardian Life Insurance

2022 - 2023 • 1 year

Palatine, IL

Park Avenue Securities

2021 - 2023 • 2 years

Burlington, WI

Guardian Life Insurance

2021 - 2023 • 2 years

Burlington, WI

Park Avenue Securities

2019 - 2021 • 2 years

Palatine, IL

Guardian Life Insurance Company

2019 - 2021 • 2 years

Palatine, IL

Park Avenue Securities

2018 - 2019 • 1 year

Chicago, IL

Guardian Life Insurance

2018 - 2019 • 1 year

Chicago, IL

Guardian Life Insurance

2017 - 2019 • 2 years

Glenview, IL

Park Avenue Securities

2017 - 2019 • 2 years

Glenview, IL

Guardian Life

2009 - 2017 • 8 years

Arlington Heights, IL

Guardian Life Insurance Co of America

2009 - 2017 • 8 years

Arlington Heights, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Melissa O

Series 66

Northbrook, IL

Strategic Advisors of Illinois

Melissa Osuch is a financial advisor with Strategic Advisors of Illinois, holding a Series 66 designation and 20 years of industry experience. She has been with Strategic Advisors of Illinois since 2006 and has also worked at LPL Financial LLC since 2011. In addition to her advisory role, she is involved in accounting and tax preparation services through AMM Accounting Services. Strategic Advisors of Illinois provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on pre-retirement and post-retirement planning. The firm offers discretionary asset management, tiered ongoing financial planning, and educational seminars, constructing customized portfolios primarily through a wrap-fee program that integrates advisory services and trade execution.

Retirement income strategy Roth conversion strategy Charitable giving & philanthropy Liquidity event planning General estate planning guidance Executive

Emil A

Series 66, Series 7

Northfield, IL

Momentum Wealth Management

Emil Aldaddah is a Co-Founder, Chief Investment Officer, and Managing Partner at Momentum Wealth Management, with nearly two decades of experience delivering institutional-caliber investment management solutions. He specializes in developing tailored strategies for ultra-high-net-worth individuals, family offices, trustees, entrepreneurs, and private foundations. At Charles Schwab and Morgan Stanley Wealth Management, Emil managed portfolios totaling over $1.7 billion in assets under management, including $380 million in advisory services, serving individuals with net worths exceeding $1 billion, family offices, and public figures. His approach integrates asset management, financial planning, estate strategies, and alternative investments, helping clients preserve and grow wealth across generations. Prior to founding Momentum Wealth Management, Emil held roles at Avatar Securities, where he managed over $175 million in long/short equity exposure and developed algorithmic trading strategies applying statistical arbitrage and market-neutral equity approaches, and at Blackmore Partners, where he advised on M&A transactions and capital raises up to $500 million for C-suite leadership and private equity firms. Emil holds a BS in Finance from DePaul University and completed advanced studies at the University of Nicosia. He maintains Series 7, 66, and 56 registrations. Fluent in Arabic, he has served on the Young Visions Board of the Israel Cancer Research Fund and is a member of the Chicago Leadership Alliance.

Private / alternative investments Wealth management Business succession planning Tax-loss harvesting RSUs / ISOs / NSOs Executive Founder/Business Owner Retired Doctor or Medical Professional Technology Professional Intergenerational Families HENRY (High Earners, Not Rich Yet) Established Professionals Retired Gen X (Born 1965-1980)

John N

CFP®, CPWA®, CPA

Mount Prospect, IL

Alo Financial Planning

John Nowak CFP® practitioner specializes in retirement planning for seasoned professionals; providing guidance to turn decades of saving into a Tax-Wise, Income-Smart, Experience-Rich retirement. He is a fiduciary who focuses on all aspects of your retirement journey: - turning savings into a retirement paycheck - reducing expected taxes over time - claiming Social Security and Medicare - aligning your portfolio with your lifestyle and bucket lists - enjoying your life while reducing regrets - leaving a legacy, not a burden and confusion for your family John works primarily with couples and single-women across the country who are looking for personalized planning and holistic advice for their retirement. Your ideas, vision, and concerns are our primary focus. John founded Alo Financial Planning in 2018 after becoming a planner in 2007, and following a career in accounting. He is a proud alum of the University of Illinois, graduating with honors in 1999 and a degree in Accountancy.

Retirement income strategy Retirement withdrawal strategies Roth conversion strategy General tax planning Wealth management Retired Executive Sales Professional Financial Professional Technology Professional Approaching retirement Retired Established Professionals
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Nicole A

CFP®, Series 66

Wood Dale, IL

Parallel Advisors, LLC

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Eric K

CFP®, AIF®, CIMA®, Series 66

Prospect Heights, IL

Savvy

Eric Kirste, CFP®, CIMA®, AIF® is the Co-Founder, Principal Wealth Manager at Savvy Advisors, Inc. He has been featured in Barron's, The Wall Street Journal, InvestmentNews, Business Insider, GoBankingRates, and U.S. News & World Report. With a deep-rooted passion for service and enriching the lives of others, Eric found his calling as a wealth management professional early on. Eric brings over 24 years of deep experience working closely with individuals and families in transition, helping them navigate difficult changes. Compassion is important to Eric, and he helps clients who are going through a divorce or grieving the loss of a spouse or family member get through the transition to financial independence and overcome new challenges with confidence. He also helps business owners and individuals looking to retire early or nearing retirement ensure they are best prepared for their ideal retirement lifestyle. At Savvy, he strives to help his clients align their money with their values, provide integrated solutions to serve all of their needs and empower them to make a lifetime of smart financial decisions. Importantly, Eric is committed to keeping his clients’ best interests top of mind while offering ongoing guidance, encouragement and accountability. With a passion for helping others, Eric has volunteered for the Foundation for Financial Planning, AARP and is the Treasurer on the Board of Wings For Widows. Eric is a native of the northwest suburbs of Chicago. He is committed to giving back to his community and serves as the Treasurer for the Prospect Heights Park District Board of Commissioners and the Old Orchard Country Club. He enjoys spending time with his wife, Alisa, their two sons, Logan and Matthew, and their rescue dog, Bear.

Retirement income strategy Social Security optimization Charitable giving & philanthropy Roth conversion strategy Early retirement planning Retired Executive Self-Employed Approaching retirement Retired

Tom S

Series 63, Series 66, Series 7, CFP®, CLU®, RICP®

Schaumburg, IL

Eagle Strategies (NY Life)

Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Multi-generational wealth transfer Life insurance needs analysis Retired Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Retired Approaching retirement Established Professionals Mid-Career Professionals Young Professionals
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