Charles Avarello, CPA (inactive), CFP®
CFO, Partner, Wealth Advisory ServicesI joined Fairway in 2011 and was admitted to the partnership in 2016. I serve as the CFO and a Partner within our Wealth Advisory Services, working closely with clients in a role that is highly personal in nature. I take the time to truly understand every aspect of my clients’ lives so we can arrive at the best possible solutions to support their needs and long-term goals through integrated tax, investment, cash flow, and estate planning.
The most meaningful part of my work is helping clients feel confident and at ease knowing they can lead lifestyles and achieve financial goals that are aligned with their level of wealth. Providing them with that sense of clarity and peace of mind is what I find most rewarding about what I do here.
Before joining Fairway, I served as the Controller at Blue Point Capital Partners, a nationally renowned lower middle-market private equity firm where I gained valuable insight into an asset class that many in our industry pretend to understand. Prior to my time with Blue Point, I was a Manager in the Private Client Advisors group at Deloitte, where I focused on tax planning, compliance, and wealth management for executives and high-net-worth families. I began my career in public accounting in 1995 at a regional CPA firm where I focused my time on the accounting and tax needs of small businesses and their owners.
Outside of work, I enjoy spending time with my family, fishing, cooking, and settling in with a good book on a beach.