Charles Scarallo, CFP®, CPA
Managing Director
Charles has been with the firm 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 high-net-worth individuals, executives, and elite athletes.
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.
