Charles M. Toole, CFA, CFP®
Assistant Vice President
Charlie graduated from Worcester Polytechnic Institute with a B.S. in Mechanical Engineering and received an M.S. in Mechanical Engineering from Northeastern. He earned his Chartered Financial Analyst (CFA) designation in 2008 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2011 .
Prior to joining Braver Wealth Management, Charlie was with Boston Engineering Corporation in Waltham where he was a consultant to local technology and manufacturing firms. Mr. Toole also spent two years at Parametric Technology Corporation in client service. In 2006 he joined Braver Wealth Management, LLC to help manage individual’s portfolios.
Charlie is a member of The CFA Institute and The Boston Securities Analyst Society. He resides in Westwood, MA with his wife and two children.
