Charles R. Korger, Senior Financial Advisor and Client Relationship Manager

As a client relationship manager and Senior Financial Advisor with Sage Financial Group, Chuck performs ongoing due diligence and investment monitoring and provides timely portfolio performance communications.

Chuck joined Sage in 2002 and currently manages a portion of Sage's client base. His full service wealth management expertise includes investment management, education funding, retirement planning, concentrated stock management, estate planning, risk management and tax planning.

Chuck obtained his BA from Doane College with a double major in Economics and Business Administration, emphasis in finance.

Chuck's financial services career began in 1991 with Lake Shore National bank in Chicago. Over the years he has gained a diverse perspective having advised clients of the Vanguard Group, as well as entrepreneurial spirited firms like Sage.

Chuck lives in Wynnewood, Pennsylvania with his wife Sharon.