About: A Chartered Retirement Planning Counselor ® and the managing partner at Silver Penny Financial Planning.
As an experienced Investment advisor Charlotte is more of a financial coach than anything else, committed to helping her clients get to a point where they can stop worrying about their financial future. She works hard with them to simplify their financial lives, get their financial houses in order, and create a
clear path to their retirement goals—whether retirement is right around the corner or in the distant the future. It’s seeing the direct impact retirement planning has on people’s lives that motivates Charlotte the most.
Charlotte graduated Summa Cum Laude from North Carolina State University. She is active on the local area committee for Young Life Atlanta Project. Charlotte gives financial literacy education talks for youth through the Kenrod Organization. She is passionate about mentoring and serving in her local community. When she is not in the office she can be found playing tennis with her husband Rob or chasing their two young sons.
She was awarded the 2018 Circle of Excellence award by Women in Financial Services. She is She is a 2018 Atlanta Five star Wealth Manager and Recipient of the 2017 Lincoln Southeast Advisor of Now award.
She holds the following licenses and professional designations: Chartered Retirement Planning Counselor from the College of Financial Planning,Investment Advisor Representative (series 65 Uniform Investment Advisor Law Exam), Series 7 Securities Representative Exam. Uniform Securities Agent (series 63), Life, Health, and Annuity Insurance Agent.
* The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc. The Lincoln Southeast Advisor award is s based on sales, quality of service, and commitment to Lincoln’s principles.
About: After graduating with a BA/English degree from a New York State School, to a 15 year career in advertising sales, Wendy left the corporate world to pursue her natural talent for "getting stuff done" - in a way that serves her well! She has since created a Workplace Productivity Consulting business that helps busy professionals get more done, make more money, have more clients, and experience more FREE time for themselves by implementing easy systems for navigating their workplace.
And what that can look like is a transformation from chaos to clarity with systems for eliminating clutter and overwhelm, getting your email inbox to ZERO and keeping it that way, getting control of your over-scheduled calendar, and so much more.
Specialties: Getting things done, systems for eliminating stress around how your workplace environment functions.
Author of book "Enough is Enough, Get Control of Your Stuff"
Quote: “It's one thing to love what you do, and another to LOVE THE WAY YOU DO IT." - Wendy Ellin
About: Kristen Rajagopal is an attorney, who currently serves as managing partner of Bequest, an Intown Atlanta estate planning and administration law firm. Kristen, who is originally from a Kentucky suburb of Cincinnati, graduated magna cum laude and with honors from Brown University. She received her law degree from the University of Southern California Law School, which is consistently ranked among the top law schools in the country. Kristen prides herself on demystifying the estate planning process
for her busy clients and always strives to make the process straightforward and approachable.
Kristen has been an attorney for over a decade and has practiced law at a number of prominent law firms in Atlanta and in the San Francisco Bay Area. Kristen and her husband live in the Morningside neighborhood of Atlanta with their two young sons and crazy dog. When she is not practicing law or chasing her kids around, Kristen can be found volunteering with the Atlanta Volunteer Lawyers Foundation Junior Board or the Brown University Alumni Association.
Specialties: Kristen focuses demystifying the estate planning process for her busy clients and always strives to make the process straightforward and approachable. Kristen serves both Georgia and California clients of all ages and stages and specializes in helping business owner client make a comprehensive plan for their families.
Quote: "She believed she could, so she did."