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.
MEMBER SINCE DECEMBER 2018
* 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.