Charles Burmaster Jr. is a financial advisor with CS Planning Corp who holds the ChFC® designation and has 34 years of industry experience. He has worked at firms including Cadaret, Grant & Co., Inc., Master Planners & Associates, PKS Investments, and CS Planning Corp d/b/a The Collingwood Group. Outside of his advisory work, he is an owner of Collingwood Group LLC, a pass-through entity for tax purposes. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Charles Burmaster is a financial advisor at CS Planning Corp with seven years of industry experience. He holds the Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., as well as in various roles related to professional hockey. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals through systematic strategies and ongoing monitoring.