Charles Burmaster Jr. is a financial advisor with CS Planning Corp and holds the ChFC® designation and Series 63 license. He has 33 years of industry experience, including roles at Cadaret, Grant & Co., Inc., Master Planners & Associates, and PKS Investments. In addition to his advisory work, he is a member and 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. The firm uses a multi-advisor model to construct broadly diversified portfolios tailored to individual risk tolerances, monitoring accounts on an ongoing basis and typically managing them 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.