Charles C. Weeks, Jr., JD, CFP®, born in Galloway, NJ graduated from Holy Spirit High School in 1997. He received his Bachelor of Science degree from LaSalle University in Finance with a minor in Accounting in 2001, and his Juris Doctorate from Villanova University School of Law in 2006, where he focused his studies on Tax and Estate planning. Charles has completed the Education, Examination, Experience and Ethical requirements of the Certified Financial Planner Board of Standards, Inc., and is a CERTIFIED FINANCIAL PLANNERTM Practitioner.
Charles is the Founder and President of Barrister Wealth Management, LLC, a New Jersey Registered Investment Adviser, which provides financial planning, investment management and risk management for individuals, along with retirement planning and insurance solutions for business entities.
Mr. Weeks spearheaded the effort to create the undergraduate Financial Planning Concentration and the Continuing Studies Certificate in Financial Planning at Stockton University, where he serves as an Assistant Professor of Finance, Instructor and Program Coordinator. Both programs, once successfully completed, will allow students to fulfill the education prerequisite for the CFP® Certification Exam.
Charles also founded Barrister Higher Learning, LLC, which provides CFP® exam review courses, along with financial literacy presentations for audiences ranging from high school students to successful financial advisors at the world’s largest firms.
Prior to founding Barrister Wealth Management, Charles was the Managing Director of a Registered Investment Advisor in Philadelphia, leading in the creation and build out of the firm. Mr. Weeks has worked in the Finance industry as both a Financial Advisor and Financial Analyst at Merrill Lynch, Morgan Stanly and Accenture. While in law school, Charles was an extern for the Honorable Bruce W. Kauffman of the United States District Court for the Eastern District of Pennsylvania. In addition, Charles was a legal intern for a publicly traded software company and a private wealth management firm. While working at the wealth management firm, Charles assisted with investment and estate planning for clients with a net worth of $10 million or more.
Throughout his career in finance Charles has always worked as an advocate for his clients, continuously placing their best interests above his own.
Charles resides in Margate, NJ and Philadelphia, PA and enjoys reading, golfing, snowboarding, spending time with family and going to the beach. Charles’ charitable endeavors include sitting on the Stockton Foundation Golf Committee, as well as the Flip Flop Fling and the Fund Development Committee for Gilda’s Club South Jersey.
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