About Us

Discover why clients love us ... and why you will too.

About Carson Choice Retirement Solutions

While there are countless firms, clients choose us because of our consultative team approach and our ability to deliver transparency, integrity and superior service, all with a personal touch.

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Richard J. Carson, President

RICHARD (RICK) CARSON is founder and CEO of Carson Choice Retirement Solutions, Inc., a Registered Investment Advisory firm in Bala Cynwyd, PA. Rick and his company assist corporate clients and individuals with their financial needs including but not limited to employee benefits, life insurance, estate planning, and individual investment planning.

Rick coauthored What Do you Mean, I’m Responsible? with the sole purpose of empowering not only company plan sponsors but also their employees. Most plan sponsors know they have a fiduciary responsibility but seem not to understand the breadth of that responsibility. Over Rick’s thirty years in business, he’s learned that employees of these companies have a different responsibility — to themselves and their own personal retirement. The days of the company taking care of employee retirement, for the most part, are gone! Rick’s goal and gift is to help both employer and employee.

Rick has been a frequent guest on WCAU Radio in Philadelphia, PA, and has given more than thirty financial workshops. He maintains a Series 65 securities license as well as life and health licenses. Rick is also a member of the National Association of Plan Advisors and the Better Business Bureau. On a personal level, Rick has been married for close to thirty-five years. He and his wife, Liz, are grateful parents of two very kind and thoughtful daughters, Emily and Julie. Their golden retriever, Sydney, accompanies Rick to work.

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Charles R. Korger, CFP®, Investment Advisor Representative/Wealth Manager

CHARLES (CHUCK) KORGER has spent the past three decades of his career bringing peace of mind to his clients’ lives. As a trusted advisor, he provides honest and objective, comprehensive advice. He equips his clients with all the information needed to make intelligent decisions about their wealth.

Through a comprehensive, consultative approach, Chuck develops solutions across the varied disciplines of wealth management. Clients entrust him with their entire financial picture. Whether dealing with a large 401(k) plan; personal financial and retirement planning; portfolio management; divorce; education funding; Social Security strategies; or addressing complex estate planning, tax, and insurance issues, Mr. Korger finds the right personalized approach for each and every client. In other words, he brings clarity to the most complex financial and life decisions. As a fee-based CERTIFIED FINANCIAL PLANNER™ professional, Chuck follows the highest standard of fiduciary duty, always putting his clients’ interests before his own. This allows him to avoid conflicts of interest and biased recommendations, ever ensuring that his clients are the top priority. Chuck is a personal guide during both calm seas and raging storms. He makes sure his clients not only get from point A to point B but also achieve all that is important to them.

Prior to joining Carson Choice Retirement Solutions, Chuck advised a diverse group of wealth management clients and business owners. He has previously held positions with global powerhouse Vanguard and has been a ten-year partner and member of the executive team at other independent firms. Mr. Korger is also founder and CEO of Prosper Advice, LLC, an independent con- tractor to Registered Investment Advisory firms.

When not actively engaged in work, Chuck enjoys spending time with his dogs Scarlet and Luna. He also loves spending time in the mountains skiing or under the sea in pursuit of his passion
for scuba diving.

ashleyAshley Leonard, Operations Manager

Ashley comes to Carson Choice Retirement Solutions with her degree in Psychology from Rutgers University and advanced Graduate studies from Rowan University. She is life and health insurance licensed and has been focused on broker and client relationships. Her knowledge and expertise is managing and understanding the needs of clients. Ashley previously held a position with Emerson Reid, a large Broker support company, where she managed client accounts for four years.

In her spare time, Ashley enjoys the company of her family, especially her niece and nephew. She loves traveling and the outdoors. She is always looking for her next adventure.

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