Charles Walker, CFP®, AIF®
Senior Vice President
Charlie 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. He serves on the advisory board of a private foundation and is an active member of the Financial Planning Association.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
