Charles Perrault, CFP®, CLU®, ChFC® in

Charles Perrault, CFP®, CLU®, ChFC®

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Vice President, Advanced Planning, Individual Life Insurance, at Prudential at Prudential Financial
📍 East Granby, Connecticut, United States

Charles is a Vice President of Advanced Planning at Prudential with over 16 years of experience in financial services. An industry thought leader and frequent national speaker, he specializes in complex estate, business, and wealth distribution strategies. He holds a B.A. in Psychology from the University of Connecticut and several professional designations, including CFP®, CLU®, and ChFC®.

He was awarded Prudentials "Sales Consultant of the Year" in 2014.

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Experience
15 Years
Current Role
Vice President, Advanced Planning, Individual Life Insurance, at Prudential
Job Level
Senior
Location
East Granby, Connecticut, United States
Personality Overview

How Charles shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Charles cares about

Estate & Business Planning
His role at Prudential focuses on consulting with financial professionals regarding the complexities of estate, business, retirement, and tax planning strategies.
Wealth Transfer
He frequently speaks on and provides consultation for advanced wealth transfer strategies, a core part of his responsibilities.
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Career

Work history

3-2023
Vice President, Advanced Planning, Individual Life Insurance, at Prudential
Prudential Financial
5-2018 - 3-2023
Director, Advanced Markets
Prudential Financial
1-2016 - 5-2018
Manager, Advanced Markets
Prudential Financial
9-2012 - 5-2014
Sales Consultant - Life Insurance
The Prudential Insurance Company of America
8-2011 - 9-2012
Personal Financial Associate
First Niagara Bank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2013 - 2013
Education details unavailable
CFP
2004 - 2008
B.A.
University of Connecticut
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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