Our Team

Our Team

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Charles L. Schlapp, CFP®

President and Founder,
Financial Advisor

Chuck Schlapp has been a practicing Certified Financial Planner™ for over 25 years. Chuck provides comprehensive financial services that coordinate tax planning, estate planning, protection planning, retirement income and distribution planning and investment planning.  He strongly believes in educating and regularly meeting and communicating with his clients. He is dedicated to helping them improve their long-term financial success.

Chuck began his career as a Financial Consultant at Comprehensive Financial Management in Melville, NY.  Several years later he joined Diversified Financial Management in Great Neck, NY as a Vice President.  In 1991, Chuck founded Superior Financial Management in order to provide truly independent financial advice and services to his clients.

Chuck has been authorized by the Certified Financial Planner™ Board of Standards to use the CFP® designation.  He received his CFP® certification from Adelphi University in Garden City, NY.  He is a graduate of the University at Buffalo where he received a Bachelor of Science Degree in Business Administration.

Chuck is a member of both the National and Long Island Chapter of the Financial Planning Association.  The FPA is the largest membership organization for CFP® professionals in the US. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve.

Chuck is on the Board of Directors of the Art League of Long Island (ALLI), a not for profit organization that provides art instruction for over two-thousand families throughout Long Island with the goal of enhancing the enjoyment of the visual arts.  He is also a Past Distinguished President and the current Treasurer of the Kiwanis Club of Northport – East Northport, Inc., a local chapter of an international charitable organization.

When not serving his clients, Chuck is a dedicated family man who enjoys quality time and living life with his wife, Mary Margaret, and their four children, Allison, Carolyn, Maddie and Brian.  He loves golf, traveling, rooting for his Giants and Mets and competing in a Rotisserie Baseball League.


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Allie Barona

Client Services Manager

Allie Barona joined Superior Financial Management in 2023.  She focuses on providing dedicated operational and administrative support to enhance the client experience.  She also helps to coordinate the firm’s marketing and communication efforts.

Allie is a summa cum laude graduate from Fordham University and previously worked as a program director serving several nonprofit organizations. In her free time, Allie enjoys spending quality time with her husband, Jaime, and their two young children, Caden and Nora.

Chuck Schlapp is a Certified Financial Planner™ with Superior Financial Management. Securities and advisory services offered through Investment Advisor Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC, a broker dealer  and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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