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Andrew C
CFP®, Series 63, Series 65, Series 66
Auburn Hills, MI
Defining Wealth
Andrew Charbonneau is a CFP® professional with 12 years of experience in the financial services industry. He is currently part of the team at Defining Wealth Partners, where he has worked since 2024. His prior experience includes roles at Securities America, The O.N. Equity Sales Company, and Chase Investment Services. Outside of his advisory work, he owns Redwood Wealth Management, Inc., a consulting business, and also works as an insurance agent. Defining Wealth Partners serves individual and high-net-worth clients as well as small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach focused on low-cost, tax-aware strategies.
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