Charles N. Dinklage

Charles N. Dinklage

Wharton Certified Retirement Planning Specialist

Mr. Dinklage is the founder and managing partner of Sequoia Financial Group’s Vermont office.  As a native Vermonter, Charles has over 25 years of financial experience, from economic and public policy analysis in Washington D.C., to teaching a Personal Finance class at the University of Vermont to his 20+ years providing comprehensive financial planning for clients as they retire and move around the country. As a Certified Retirement Planning Specialist from the Wharton School of Business, University of Pennsylvania, Charles offers specialized expertise in financial planning, investment management and retirement income planning.  He is also a graduate of the AXA Institute, an advanced asset allocation concept and practice management course led by Harvard University professors.

Charles lives in Burlington, VT with his wife and three children and is an avid volleyball player, competing nationally.  He was instrumental in establishing Vermont’s high school varsity volleyball program and continues as Head Coach of the Burlington High School volleyball program.  Charles is a member of Vermont Businesses for Social Responsibility and the Vermont Chartered Financial Analysts Society.  He is also past President of the Board of Directors of the Lake Champlain Chamber Music Festival.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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Phone (802) 660-8999