Broker Check
Charles J. McNamara III, CMFC®, LUTCF

Charles J. McNamara III, CMFC®, LUTCF

FOUNDING PARTNER, FINANCIAL ADVISOR

Charles J. McNamara, III (Charlie) is a 23-year veteran of the financial services industry. With a degree in Business Finance from Delaware Valley University, Charlie brings an extraordinary level of knowledge and experience to the financial field. Charlie began his career as a financial advisor with Prudential Financial in 2001. His hard work and dedication landed him a promotion to management in only 3 years. In 2007, Charlie launched his own practice, joined by trusted colleague and partner Ricardo J. Ferreira in 2011, and later partner, Phil Rosenau, to ultimately form Paragon Wealth Management. Charlie has a passion for working with clients one-on-one, to find specialized solutions in order to help them pursue their financial goals. This helps drive Paragon Wealth Management’s client-focused mission and continued success.

Born and raised in Doylestown Borough. Charlie is husband to wife, Lisa, who is co-owner of local salon Moxie, and proud father of his daughter, Carissa, two dogs, and a cat. He enjoys weightlifting, running, golfing, fishing, and giving back to the community through his church, Our Lady of Mt. Carmel, and local organizations, such as the Travis Manion Foundation.