Chuck Conrad is a Senior Financial Planner with Szarka Financial, concentrating on transition planning, whether it results from the loss of a job, a loved one, or relationship. Transition doesn’t necessitate loss, however, and Chuck routinely advises entrepreneurs who are starting their own business or consultants needing to determine how to calculate their hourly rate. He also frequently assists individuals seeking new challenges or a career change, especially those looking to begin an encore career.

Investment portfolios are an important component of a retirement strategy, but they shouldn’t define the client relationship. Chuck takes a holistic approach, assisting clients in navigating life’s financial challenges in a collaborative way.

Since 1985, Szarka Financial has been providing friendly, professional service to clients nearing and in retirement. They offer a full range of planning services for individuals, employees, and business owners across Northeast Ohio.