Charles A Sawicki


Palm Beach Gardens, FL


How I can help you


Chuck Sawicki, CFP, CLU, ChFC, SCM, CCP had a 46-year career in sales, marketing, and general management.  He received a BA in Economics from Notre Dame & an MBA from Washington University in St. Louis.  He served as a US Army officer through ROTC as a Distinguished Military Graduate.   While with five organizations, he introduced six new products and was president of three companies in business information, M&A information, and wholesale and retail investment products and services.   Chuck spent 21 years with Dun & Bradstreet where he managed four district offices, was Director of New Business Development and was President of its Canadian subsidiary.  He worked for Smith Barney as a Trainer in NYC and moved to Florida as Branch Manager & Senior VP-Wealth Advisor for 22 years before he retired for the second time.   Before moving to Lancaster, Pa, in 2014 from Charlotte he served over seven years as a SCORE mentor where he was awarded the Meritorious Service Award by Charlotte SCORE as the top Charlotte SCORE Certified Mentor out of nearly 80 volunteers for 2013.  He has been a Rotarian for over 55 years and has been a volunteer Ambassador for Road Scholar, the largest non-profit educational travel company.  Chuck has traveled to all 50 states and over 100 countries.   He won the American Fundraising Professionals 4 County Florida Chapter “Volunteer Fund Award” while serving on non-profit boards, donor development committees and raising almost 30% of a United Way campaign as Tocqueville Chair For $10,000 and Donors.


BA Economics Notre Dame University

MBA Washington University of St Louis

Army ROTC Distinguished Military Graduate

Captain, US Army

Retired 25 year Certified Financial Planner

Chartered Life Underwriter and Chartered Financial Consultant

Certified Coach Practitioner and Certified SCORE Mentor

Communication methods

In Person


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