Charlie joined Wealthspire Advisors as part of the legacy StratWealth team and serves as an advisor in the Fulton, Maryland office. Operating as a fiduciary for all clients, he is a dedicated Certified Financial Planner with over two decades of experience in serving high net worth clients and their unique needs. He specializes in helping clients navigate complex financial planning issues, trust and trustee matters, and generational wealth transfer within a family.

A native of West Hartford, Connecticut, Charlie graduated from Roanoke College and today resides with his wife and kids in the Baltimore area. He serves on the advisory board of a private foundation and is an active member of the Financial Planning Association.

Previous Experience

  • Senior Advisor at StratWealth

Education & Credentials

  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary (AIF®)

 

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.