Chuck Kowalski has more than 25 years of professional experience in the financial services industry, including wealth management, business brokerage, senior consultant, commercial real estate. Chuck has successfully helped executives in the various stages of business from the startup phase to operations to successful exits.
Chuck is a graduate of Florida State University, where he earned degrees in Economics and Finance. His education, combined with his years of experience, have given him a unique perspective on the business world, making him a valuable asset to his clients.
Series 65, Real Estate, Formerly held series 7, 3, 30
Services
Business Broker
Working with small to medium size businesses in acquisitions, mergers and guiding business owners through a successful exit of their business.
Business Development
Working primarily with financial services companies and the fintech industry in making acquisitions, business development, recruiting, consulting and funding.
