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.
- Senior Advisor at StratWealth
Education & Credentials
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary (AIF®)