Home/Find Advisors/New Jersey/Charles Maratta
Headshot of Charles Maratta, Bitcoin-aware financial advisor in Toms River, NJ

Charles Maratta

CRPC™CBDA™
Toms River, NJ

About Charles Maratta

Charles Maratta is a dedicated Retirement Plan Advisor at Empower, where he has been making a significant impact since joining the organization in 2018. In his role, Charles specializes in conducting educational sessions and one-on-one meetings for employees and plan sponsors across the Large, Mega, and Not-for-Profit markets. His expertise in retirement planning enables him to guide clients through complex decisions with confidence and clarity.

Holding both the Series 7 and 65 licenses, Charles is well-equipped to provide comprehensive financial advice. He has also earned the Chartered Retirement Planning Counselor (CRPC) designation, further enhancing his ability to serve clients effectively. Additionally, he possesses the DACFP Advanced Certificate in Blockchain and Digital Assets: Financial Advisor Track (CBDA), allowing him to stay at the forefront of emerging financial technologies and trends.

Beyond his professional achievements, Charles is known for his approachable demeanor and commitment to empowering clients through education. He believes that informed decision-making is the cornerstone of successful retirement planning. In his personal time, Charles enjoys exploring new technologies and their potential impact on the financial industry.

Areas of Focus

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CRPC™CBDA™

Why You Can Trust Charles

Verified credentials and professional qualifications

Professional Credentials
CRPC™CBDA™

Licensed and certified to provide financial advisory services

Years of Experience

14+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Toms River, NJ and surrounding areas

Firm Affiliation

Empower

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Charles's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5890595

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Charles Maratta, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Charles Maratta is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.