Vision Wealth Partners

Charles Bubeck Takes on Expanded Role

Published

March 12, 2024

Category

Press Releases

Reading Time

1 MINS

FOR IMMEDIATE RELEASE

Columbia, MD (March 12, 2024) – Vision Wealth Partners proudly announces the well-deserved promotion of Charles Bubeck, AIF®, CPFA®, marking a significant milestone in his career trajectory. Formerly a dedicated Staff Advisor, Charles now assumes the pivotal position of a Lead Financial Advisor, amplifying his influence with additional direct oversight of client accounts and relationships.

In this elevated role, Charles is poised to play a key role in steering the financial success of our valued clients. His transition from a support-centric position to a leadership role underscores his unwavering commitment to our clients’ financial well-being and success.

“I’m thrilled to embrace this new chapter in my career, reinforcing my dedication to championing our esteemed clients and propelling them towards their goals,” expressed Charles Bubeck, AIF®, CPFA®.

For further inquiries, Charles can be reached directly at 410.910.9736 or via cbubeck@vision-wealth.com.

Vision Wealth Partners is an independent financial advisory firm located in Columbia, MD. The firm prides itself on its boutique approach to wealth and advisory services.

 

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