NABIP Speakers Bureau - Speaker Information

Charles Goldblum CFA, CFP®
Founder & Portfolio Manager
Hurley Capital, LLC
299 Park Avenue
21st Floor
New York, NY 10171
Work Phone: (212) 605-0663
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Web Site: http://https://hurleycapital.com/
E-mail: chuck@hurleycapital.com
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Chuck Goldblum, CFP®, CFA, is the esteemed founder of Hurley Capital, LLC, renowned for his expertise in financial planning and tax strategy. With a focus on advising business owners and sellers, Chuck's guidance encompasses tax planning, budgeting, investing, and navigating private company stock transactions. His strategic counsel has significantly impacted agency owners nationwide and sellers to prominent firms such as Alera, Hub, Patriot, PCF, and World, empowering them to optimize their net proceeds and post-deal financial decisions. Beyond his professional pursuits, Chuck finds joy in exploring the vibrant streets of NYC with his wife and three daughters. An avid enthusiast of outdoor activities, he indulges in running, skiing, and the challenges of jigsaw puzzles.

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