Charles Fazio
Financial Planner
Wealth Management & Financial Planning Department
CJ Fazio has spent over a decade helping individuals and families take control of their financial lives. Since 2013, CJ has built his practice around a simple but powerful belief: that truly effective financial planning means looking at the whole picture, not just one piece of it.
Specializing in holistic financial planning, CJ works closely with clients to weave together every dimension of their financial lives — investments, insurance, retirement, and beyond — into one clear, cohesive strategy. His clients don't just get a plan; they get a trusted resource focused on helping them work toward their long-term financial goals.
A South Jersey native, CJ is a proud and passionate Philadelphia sports fan — a hobby that has taught him a great deal about patience and resilience. When he's not working with clients, he can be found spending time with his wife and daughter, chasing birdies on the golf course, or reeling in the catch of the day.
