Charles W. Burmaster, LUTCF, CLTC, CLU, ChFC

Registered Representative

Chuck joined Master Planners & Associates in May 2009 as a Registered Representative.  He has 24 years of financial experience which includes his affiliation with Cadaret Grant & Co. for the past 16 years.  Chuck's professional credentials include:

  • Chartered Financial Consultant Designation (ChFC)
  • Chartered Life Underwriter Designation (CLU)
  • Life Underwriter Training Councel Fellow (LUTCF)
  • Certified in Long Term Care (CLTC)
  • Series 6, 26, and 63 Licenses 
  • Life and Health Licenses
  • BA, Communications, SUNY Geneseo

Prior to coming to Master Planners and Associates, Chuck spent 12 years with Dan Ross Financial Services in Binghamton, NY, where he focused primarily on estate and retirement planning.  He then moved to his native town, Clinton, NY, to open and manage a branch office under Dan Ross until Ross's retirement in 2009. 

Chuck started his career in 1990 as a Registered Insurance Representative with Mutual of Omaha Jim Brock Agency in Utica, NY, where he gained much of his Life, Health and Disability Insurance experience.  He still, to this day, works with many of the same clients he established in the earlier years of his career. 

"I meet regularly with my clients to review and make sure that their needs are being met.  In turn, I have been rewarded with their trust and loyalty".

Since coming to Master Planners and Associates, Chuck has gained a strong knowledge through working with his current principal, Lon Merritt, to guide his clients in retirement planning, investment management, estate planning, tax-planning and even college planning.  Master Planners & Associates has established business alliances with reputable accounting and law firms to help clients with complex or difficult estate & elder law issues.  They also have an affiliate that offers assistance to college bound students and parents going throught the financial aid process.

"I genuinely care about my clients and their changing needs - all of my relationships are built on integrity and trust.  I will always do what's in the best interest of my clients and I work very hard to find the best advice and solutions to their financial concerns".

Chuck resides in Clinton with his wife, Becky, and their two children, Karlee and Gregg.