Jeff Bottaro

Head of Planning + Advice

The Role:

Jeff is responsible for driving sales and business development opportunities across Charter Oak’s core product lines (life insurance, disability income insurance and annuities) and investment advisory services, and for advancing fee-based financial planning as part of a holistic planning-centric firm culture.

The Story: 

Productivity breeds opportunity, and for 8 years at Charter Oak Jeff has been living that motto.

Graduating from Central Connecticut State with a degree in Business & Marketing, he always knew he wanted to be in the finance field, just wasn’t sure where, or in what capacity.

He began his career in insurance brokerage sales support then moved to a position as a Life Insurance wholesaler at MassMutual home office. When he joined Charter Oak, Jeff liked the idea of transitioning to a part of the client case work and business development arena with the ability to work closely with financial advisors.

With goals of continued industry development, Jeff earned his CLU® and ChFC® designations from the American College in 2015.

In his spare time Jeff still embodies his motto and enjoys staying active with his wife and two boys, golfing, cooking and being outside.