Relating to people, identifying their needs and developing customized solutions to help clients reach their goals has been Chuck’s passion for over 25 years. In 2016, Chuck Kolias joined Confluence Financial Partners, whose vision of ‘clarity not complexity’ ties in with his core values of mutual trust and exceptional service.
Chuck earned a B.A. degree in economics at the University of Pittsburgh, then his master’s degree at Youngstown State University. He was a financial advisor with A.G. Edwards from 1993 to 2003, then branch manager of the Sewickley office through 2011. That’s when he and Joe Tabaka, formed the Kolias-Tabaka Wealth Management Team, based on a conservative, client-focused approach with exceptional service.
A firm believer in giving back, Chuck has served on several charitable organization boards–among them the Epilepsy Foundation of Western/Central Pennsylvania Sports Auction and the American Hellenic Educational Progressive Association. He is an avid Pittsburgh sports fan whose love of golf led him to organize impactful fundraisers for St. Nicholas Greek Orthodox Cathedral, Cystic Fibrosis and ALS/Lou Gehrig’s Disease. Chuck and his wife, Cathy, live in Cranberry Township.