Charles Nason, CPA, CFP®

  • Investment Manager
Photo of Charles Nason


Charles is an accomplished financial advisor and results-orientated leader. Charles brings over 25 years of industry experience leveraging his extensive investment, financial planning, and taxation expertise to help clients achieve their lifetime and legacy financial goals.

Prior to joining Clarfeld, Charles spent nine years at Merrill Lynch in New York and Boston.

Charles is a Certified Financial Planner™ and Certified Financial Analyst (CFA), and former officer in the United States Army.

He resides in Boxford, MA, and enjoys hiking, fly fishing, snowmobiling, and spending time with his wife, three children, and German shepherds. Charles actively supports Disabled American Veterans and Wounded Warriors Foundation.