Chuck Paff, CLU, ChFC, CFP®, ChSNC entered the insurance industry as an agent with New York Life. He served as a home office employee and quickly progressed into management, after which he was soon promoted to Sales Management in 1971. Ultimately, he moved his focus to the field and was appointed Managing Partner of the Pittsburgh Agency for ten years, and then to the Philadelphia Agency for 14 years.
In 1999, Chuck founded his own financial services firm, Swarthmore Financial Services (SFS). In 2003, he and Swarthmore Financial Services associated with First Financial Group (FFG), a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). Together they are committed to serving communities throughout the state of Delaware, Southern New Jersey and Southeastern Pennsylvania.
Chuck holds his Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Special Needs Consultant designations from the American College in Bryn Mawr, PA. His CERTIFIED FINANCIAL PLANNER designation comes from the International Board of Standards and Practices in Denver, CO. He maintains his FINRA Series 7 (General Securities Representative), 24 (General Securities Principle), and 63 (NASAA Uniform State Law Exam) registrations.
Always active in the industry, Chuck has served as President of the Philadelphia Association of Life Underwriters and President of both the Pittsburgh and Philadelphia General Managers Association.
Active in his community, Chuck believes in service and commitment. He has been an active member of the Pittsburgh Rotary Club, the Pittsburgh Athletic Association, and the University of Pittsburgh Boosters Club. As a volunteer, he has provided guidance to Philadelphia youth in goal achievement and career choices. Chuck is a life member of the Union League of Philadelphia, a Pepper Patron, and has been active in the Republican Party.
He and his wife, Katherine, live in Elkton, MD. They have three children and four grandchildren.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies
- Special Care