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Charles Nemes

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As co-founder and CEO of Nemes Rush, Charlie is responsible for all aspects of the firm’s operations, including client relationships, practice management strategies and talent development.

His comprehensive experience as a CPA helped reinforce the importance of sound financial planning and investment analysis. But in more than four decades as a financial professional, it’s been the care and sincerity with which Charlie builds and maintains close personal relationships with his multigenerational clients that has fueled his success. He is passionate about making a real difference in the lives of his clients, viewing himself as a kind of financial lifeguard, protecting his clients from the unpredictable seas of life while guiding them safely ashore.

  • Avoiding Common Annuity Pitfalls: Expert Advice for Seniors
    Charles emphasizes asking questions before buying an annuity to understand fees and features. He advises seniors to scrutinize fine print for hidden costs and warns against not naming a spouse as a beneficiary, which could forfeit benefits. Additionally, he cautions that excessive withdrawals can reduce benefits, urging seniors to seek detailed explanations from advisors.
  • Election Volatility: Why Mega-Saving Now is Crucial
    Charles emphasizes the importance of "mega-saving" before elections, as unexpected results can lead to market volatility. This creates opportunities for investors with cash ready, as "the best time to buy is when others are desperately selling."
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