About

Charles “Chuck” Korger, CFP®, ABFP®,CDFA®, is a Wealth Advisor with Octavia Wealth Advisors in Sarasota, Florida. With a career in financial services dating back to 1991, Chuck brings more than three decades of experience helping individuals, families, professionals, entrepreneurs, and retirees make thoughtful, confident financial decisions.

As a fee-only fiduciary, Chuck’s approach is rooted in education, coaching, and relationships—not sales. His work combines comprehensive financial planning with behavioral finance, helping clients understand not only their numbers, but also the values, experiences, and “money stories” that shape their decisions.

Having personally navigated significant life transitions and loss, Chuck brings both technical expertise and genuine empathy to his work, especially with clients seeking clarity, confidence, and peace of mind during important stages of life.

Outside the office, Chuck enjoys life in Sarasota with his wife and their dog. A former college athlete and National Ski Patrol alumnus, he stays active through boating, scuba diving, travel, skiing, and the outdoors.