Pennington Financial, LLC
1900 N. 18th St. #211,
Estate Planning, Medicaid Qualification planning, Veterans Benefits, Series 65 Investment Advisor Representative, Trust and other Legal Documents
Chuck Barberis the owner of Pennington Financial, LLC and a veteran of the United States Air Force. He was a C-130 Loadmaster and served two tours overseas, one in Iraq and the other in Afghanistan. As a veteran, Chuck has a special interest in serving veterans and their families in our community. Chuck is owner of Pennington Financial, LLC. He specializes in Financial Estate Planning and Asset preservation. His primary focus is the protection of client’s assets. He uses many tools and is proficient in qualifying clients for the Veteran’s Pension with Aid and Attendance, and Long term care Medicaid qualification as well as . Chuck has worked with countless families and is proud to say has had excellent success helping them realize the benefits available. Professionalism has been the key to his success. He practices the golden rule “always do the right thing”. This statement keeps him focused and moving forward helping protect his clients from a financial tragedy caused by a catastrophic illness. When meeting with clients and their families, he creates a plan that will help the family preserve their home and life savings. By the time he has implemented the plan, he is generally looked upon as one of the family.
Chuck is life and health insurance licensed, Series 65 Investment Advisor Representative, and a Louisiana Notary Public. He enjoys volunteering with local organizations that support our growing senior population.