Charles Dinklage

Charles Dinklage

Partner, Sequoia Financial Group

Retirement Planning Specialist

At Retirement Group

Charles Dinklage heads up the financial planning office for Equitable Advisors in Burlington, VT.  As a native Vermonter and a thirteen year veteran with Equitable, Charles focuses his practice primarily on the retirement and estate planning needs of owners and employees of Vermont’s private business community.  As a certified Wealth Management Specialist, Charles also is well versed in the investment arena, including stock option and charitable giving strategies.  He lives in Burlington with his wife and three children and is an avid volleyball player, competing throughout New England.

 

Charles also teaches a Personal Finance course at the University of Vermont , serves on the Board of Directors of the Lake Champlain Chamber Music Festival and is a member of Vermont Businesses for Social Responsibility, the Vermont Venture Network,  and the Vermont Chartered Financial Analysts Society.

 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

 

Sequoia Financial Group is not owned and operated by Equitable Advisors.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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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