Chuck Bean is Founder and CEO of Heritage Financial Services. On top of his executive management duties, he serves as a Senior Wealth Manager to a handful of the firm’s top clients. He started his career by selling insurance and investments for John Hancock in 1990, and established Heritage in 1995 in affiliation with independent broker-dealer Commonwealth Financial Network. Chuck is also involved in community and philanthropic activities. He volunteers on local boards and mentors students. He is founder and president of the Boston Benefits Foundation.
Certifications and Recognitions