Charles Scarallo, CFP®, CPA

Managing Director

Charles has been with the firm and its predecessors since 2016 and brings over a decade of experience in advising clients on income and estate taxes. He works closely with the investment and advisory teams to execute holistic financial plans for clients, designing creative strategies for wealth accumulation and tax-efficient wealth transfers.

Charles delights in helping his clients achieve their goals of protecting their wealth and passing their legacies to the next generation. His colleagues and clients rely on him to go above and beyond the scope of traditional wealth management, providing insights into their big picture financial situations.

Previously, Charles worked in a boutique public accounting firm as a tax manager specializing in taxation for high-net-worth individuals, including family office clients, corporate executives, and business owners. He oversaw clients’ income and estate tax planning and compliance.

Charles is a member of both the New York State Society of CPAs and the American Institute of CPAs. In his spare time, he enjoys spending time with his family, golfing, and playing guitar.

Previous Experience

  • Private Wealth Advisor & Wealth Strategist at GM Advisory Group
  • Managing Partner at CDS Tax Advisors
  • Tax Manager at Markowitz, Fenelon & Bank, LLP
  • Tax Supervisor at Sheehan & Company
  • Senior Accountant/CPA at Marks Paneth & Shron LLP

Education & Credentials

  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Life Insurance Agent
  • MS, State University of New York at Old Westbury, Taxation

 

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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.