As a Financial Professional, I work with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Business Planning, Mutual Funds, Brokerage Accounts, Life Insurance, Disability Income Insurance, Annuities, and Employer-Sponsored Retirement Plans such as 401(k), 403(b)/TSA and 457(b)/EDC. As a financial professional, my mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. 

I help individuals through an all-inclusive planning approach. Our services allow me to serve all my client’s needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. I create customized strategies and offer products from hundreds of leading investment and insurance companies. 

I currently hold the (list your certifications here).



I attended Jackson High School in Massillon, Ohio and earned my bachelor’s degree in Business Management and Finance at the University of Mount in Alliance, Ohio. While attending college I was a member of the Mount Union Football team. As a member of the football team at Mount Union, I was a two-year team captain, two-time national champion (’15, ’17), and an AP All-American Linebacker my senior year.

In my free time, I enjoy spending time outdoors, hiking with my German Shepard puppy named Bear, playing frisbee, fishing and spending time with my friends and family.

Please contact me at 304-238-8599 or at Charlie.Dear@equitable.com as a resource for planning your financial goals.