NorthEast Valley Financial

CONNECT

Address:

400 Northampton Street, Suite 405
PA 18042

Phone:

866-599-2626

Fax/Other:

866-422-4545

Chuck Schubert

CPA/PFS

 

Chuck Schubert is a registered investment advisor with NorthEast Valley Financial. His licenses and designations include:

 

• Series 7 Securities                  • Life, Health and Disability Insurance

• Series 66 Securities                 • Investment Advisor Representative

• Certified Public Accountant     • Personal Financial Specialist

 

After graduating from Bloomsburg University in 1989 with a BS in Accounting, Mr. Schubert started his career in public accounting at Stone & Cyphers in the Pocono Mountains, earning his CPA license in 1993. After working with small to mid-size business owners for 5 years, he then moved to Emmaus, PA and spent the next 10 years (1995-2005) in the private sector. During this time, he held a variety of corporate finance positions including Sr. Internal Auditor, Site Controller, Sr. Financial Analyst and Financial Manager supporting sales, cost accounting, supply chain, mergers & acquisitions and external reporting. This breadth of experience, gained across multiple industries with Fortune 500 companies such as Foster Wheeler (Energy), West Pharmaceutical Services (Pharmaceutical) and Lucent Technology (Technology), uniquely provides him with the expertise necessary to help his business clients to grow, protect and preserve their wealth.

 

Mr. Schubert entered the financial services industry in 2003 and is currently affiliated with one of the nation’s largest independent broker-dealers, Woodbury Financial Services. He holds his Personal Financial Specialist (PFS) designation since 2008. Today, Chuck works primarily with business owners, professionals, widows and inheritors specializing in retirement planning, tax planning and asset management. He combines his broad background and financial expertise with an empathetic, consultative approach to offer a holistic service to his valued clientele.

 

He and his wife Karen were married in 1993 and have lived in Palmer Township, Easton, Pa since 2004. They have two children, Shannon and Trevor. In his free time, Chuck enjoys golf, playing guitar and listening to live music.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck