About Us

Charles Lewandowski, the founder of Planning Needs Financial Group, began his financial services career in 1976 when he obtained his life and health insurance license.

Shortly there after, in 1980, Mr. Lewandowski obtained his securities license and in 1988, he completed the comprehensive American College’s courses to become a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). In 2002, he satisfied all requirements for the Certified Financial Planning Board of Standards and was authorized to use the certification marks CFP and CERTIFIED FINANCIAL PLANNER. Charles is fluent in English, French and Portuguese.