Charles Samfilippo Jr
Wealth Management Advisor|CLU®, ChFC®, MSFS, AEP®
Personal
Charles Samfilippo lives with his wife, Judy, in Hudsonville, Michigan. They have seven children and enjoy their many grandchildren. In his spare time, Charles enjoys mentoring and reading to the children at Potter's House Christian Schools, windsurfing, participating in triathlons, and traveling in Europe and the Caribbean.
Duck Duck Goose with Grandkids
Involvement at Potter's House School
Windsurfing in Bonaire
Chicago Triathlon
Professional
As a Wealth Management Advisor at Northwestern Mutual Wealth Management Company, Charles is very involved in teaching more advanced ideas to his colleagues. He also serves as a resource to the legal and accounting community from time to time.
Associations and Memberships
- National Association Insurance and Financial Advisors (NAIFA) - Member
- The Potter's House Christian School - Foundation Board
- Christian Businessmen's Connection - Board Member
- West Michigan Estate Planning Council (WMEPC) - Board Member
- The Associated Builders and Contractors of Western Michigan Chapter - Member
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
