Charleton Financial

CONNECT

Address:

195 Norris Drive
Rochester, NY 14610

Phone:

585.244.3050

Fax/Other:

585.244.3059

A Word From Michael Charleton

At Charleton Financial, our mission is to help clients plan and realize their financial dreams. We do this by providing the following customized services for each client and their family:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to estate conservation and legacy planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives. 

We have found over the years that nothing ensures financial success as much as a solid, trusted partnership with a financial professional that knows you. We welcome the opportunity to build that partnership.

For help with your financial management, or for more information on Charleton Financial, please contact us today.

 

 

Best Regards, 

Michael J. Charleton, Jr., CFP®, CFS, CLTC

Michael Charleton, Mike Charleton, Financial AdvisorMichael Charleton, Jr., President, CEO, Chief Investment Strategist

michael.charleton@charletonfinancial.com

Michael started his career in 1985 with IDS/American Express. He is a Certified Financial PlannerTM professional, Certified Fund Specialist, and Certified Long Term Care Specialist with a bachelor's degree from the University of Rochester. Michael specializes in Retirement Income Distribution and has spoken at a variety of seminars, radio shows and industry conferences with key emphasis on planning, understanding client needs and behaviors, market trends, tax changes, long term care and investment strategy.

Michael lives in Fairport, NY with his son Max. Mike is an avid reader and is an advocate to the special needs community. In his spare time you will find him working out, enjoying the beauty of western New York or traveling the world.

Michael services all clients as a team, with the support of the Charleton Financial staff. They strive to provide an unmatched client service experience, and ultimately provide clients with the tools they need to achieve the life they dream of - while working, during retirement, and as a legacy for generations to follow. 

 

Christina Giglio

Christina Giglio, Operations Manager

christina.giglio@charletonfinancial.com

Christina started with Charleton Financial in November 2012. She is a native of Rochester and lives in West Henrietta with her husband, Matt. Christina attended SUNY at New Paltz as a visual arts major and loved the area so much that she lived there for about 10 years. Her background in the financial services industry has a strong compliance component, but what she truly loves about her work is the variety. Compliance, which means making sure we are in line with all industry rules and regulations, and day to day supervision of the other administrative staff, are the significant aspects of her position, but she also helps out with special projects, some client service needs, and in general she keeps the office going.

She and her husband have made a hobby out of loving to eat! They experiment with different foods and cooking styles at home and love to try new restaurants. In recent years they've dabbled a bit in gardening to fuel the food hobby; most of their success has been with herbs. Their home is on a pond alive with wildlife. They've identified a number of different bird species, but their favorite by far is the elegant blue heron. They enjoy sitting on the patio and watching him gracefully stroll along the shore looking for fish.

You will find Christina immensely knowledgeable in all aspects of Charleton Financial's operations, and can use her as a resource for anything ranging from simply scheduling an appointment to any level of problem resolution. 

 

Mouna Pyneni

Mouna Pyneni, Client Research Analyst

mouna.pyneni@charletonfinancial.com

Mouna joined Charleton Financial in 2010 on an internship while completing her Masters in Finance, and began work here after her graduation later that year. Mouna is originally from Hyderabad, India. She graduated from Rochester Institute of Technology with a Masters in Finance, and is a fully licensed support staff. She serves as a liaison between our clients and our partners who custody assets. She participates in the management of client portfolios through client review preparation, analysis and account management.

She strongly believes that chocolate can cure any problem under the sun and loves people, high-heels, summers, three-day weekends and yoga. After work, you'll mostly find Mouna either trying to cook without burning the house down, or at her local CrossFit gym.

Mouna has a tremendous amount of interaction with clients, including distribution management, and is an invaluable resource for all of our clients' needs.

 

Tiffany Burke

Tiffany Burke, Client Services and Marketing

tiffany.burke@charletonfinancial.com

Tiffany joined the Charleton Financial team in July 2013. She is responsible for marketing and relationship management at Charleton Financial. She received her MBA with a focus in Marketing and Management from Rochester Institute of Technology and began her career in advertising. She then went on to continue marketing in the financial services industry and has been in this field for over 10 years.

Tiffany enjoys spending time outside in the summer months with her husband Justin and sons Jaedyn and River. She's had a love for dance since she was 3 years old and danced for the St. Bonaventure dance team and semi-professionally for the Rochester Rhinos. Her guilty pleasures are watching General Hospital and reality shows.

You will likely hear from Tiffany often, as she coordinates all of our client events, does most of our scheduling, and is an integral part of all aspects of client service.