Robert “Chuck” Schubert, CPA, PFS®

Robert “Chuck” Schubert, CPA, PFS®

Personal Financial Specialist

Chuck brings a wealth of experience and knowledge to One Financial Services in his role as an LPL Investment Advisor Representative and an LPL Registered Representative. His diverse background and training enable him to help his clients pursue their long-term financial goals.

Raised in a large family by a single mother, Chuck grew up with an appreciation of the challenges faced by many families, especially those who are working to rebuild their personal and financial lives after a divorce, loss of a spouse or a major injury.  At age 15, Chuck began contributing to his family’s welfare through jobs in both the hospitality and construction industries.  This early introduction to the real world led to a strong work ethic and passion for customer service.

Chuck earned a B.S in Accounting from Bloomsburg University. He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS®) which means that he is a CPA with specialized knowledge of financial planning areas including investing, insurance, taxation, and estate planning. This highly regarded credential, along with Chuck’s broad professional background and empathetic, consultative approach provide him with the ability to help his clients make informed financial decisions and create and stick to a long-term plan designed to pursue their life’s goals. He holds his Series 7 and 66 securities registrations through LPL Financial as well as a Pennsylvania resident life, health and disability insurance license.

Prior to joining One Financial Services, Chuck spent 15 years building a fee-based financial planning practice with the Advisor Group. He also spent 5 years in public accounting gaining valuable insights into the obstacles and demands facing business owners, followed by 10 years in a variety of Fortune 500 corporate finance positions working with executives and cross-functional teams on large global projects. He has a deep understanding of the important role a financial advisor can play in wealth accumulation, tax savings, and succession planning. 

Chuck’s diverse and extensive business and financial background provide his clients with someone who can offer a comprehensive approach to pursuing their life’s goals. His ongoing commitment is to ensure a collaborative, comprehensive plan is in place and reviewed regularly to meet a family’s and/or a business’s ever-changing needs. Chuck’s attention to detail, good listening skills and personal empathy make him a valuable advisor. 

Chuck and his wife Karen (Fauerbach) to whom he has been married since 1993, reside in Palmer Township. They are the proud parents of Shannon (born 2001) and Trevor (born 2003).  Outside of work, Chuck spends as much time as possible with his family. He also enjoys golf, watching an occasional Steelers win, and supporting live music. You may even find Chuck embracing his passion as a musician, performing at a coffee house, winery, or charitable event.

 

To learn more about the organization Chuck is currently involved with, please visit the following links:

American Institute of Certified Public Accountants (AICPA)

Pennsylvania Institute of Certified Public Accountants (PICPA)

Business, Industrial, and Professional Association of Palmer Township (BIP)

Business Networking International (BNI)

Estate Planning Council of the Lehigh Valley

 

Entities listed above are not affiliated with LPL Financial or One Financial Services.