Charlie Stratton is a passionate and dedicated Financial Advisor at LPSC Financial. New to the role as of 2024, Charlie has quickly immersed himself in the firm's rich culture, benefiting from over 120 years of combined financial planning experience. He is committed to alleviating his clients' financial stress, which brings him immense satisfaction as he witnesses their relief through the advising process.
Before joining LPSC Financial, Charlie cultivated a love for adventure, becoming a certified scuba diver—a passion that continues to take him to various diving spots worldwide. This adventurous spirit is also evident in his fresh and innovative approach to financial advising, earning him the superlative “Most likely to bring fresh ideas to the office.” Charlie is also an alum of the Isenberg School of Management at UMass Amherst with a degree in Finance, as well as the UBS Financial Advisor Development Program in Boston.
When he’s not in the office, Charlie enjoys golfing, fishing, and spending quality time with his family. His love for the outdoors and commitment to family mirrors his approach to client relationships—personal, engaging, and grounded in trust.
Charlie’s journey into financial advising may be just beginning, but his enthusiasm and dedication are already making a positive impact. He looks forward to continuing to learn and grow, guiding his clients toward financial security by keeping them on track toward their financial goals, and offering financial clarity whenever he can.