About Charles
Charles "Chuck" Falco, has been in finance for 40 years. Chuck specializes in "Financial Planning and Investment Management "services for his clients and businesses.
Chuck is the President and Managing Member of Limerick Financial Group. LLC. a "Financial Planning and Investment Management Firm" located in Limerick, Pa.
Chuck received his undergraduate degree from Temple University; a Masters of Science in Financial Services, earned nine designations and three Board Certifications from the Institute of Business and Finance.
Education
Master of Science in Financial Services (MSFS)
Bachelors
Licenses
Series 6
Series 63
Series 65
Other Credentials
LUTCF®
RFC®
IBF Designations
CTS®
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Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
CES™
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
CSS™
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Certified Social Security & Medicare Specialist
Social Security optimization, Medicare enrollment, and benefits planning.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
9
Member Since
1998
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.