Charles is a Certified Public Accountant, as well as an attorney, and has worked in the financial services industry for over 20 years. Charles is passionate about helping others grow and protect their wealth with more predictability and lower taxes. He works closely with clients to assist them not only in investment management, but also retirement and social security planning, asset protection, trust and estate planning, helping clients reduce taxes, and financial independence planning and risk management. Charles’s ultimate goal is to assist people in achieving financial independence at a reasonable age so they can still enjoy life.
Prior to providing wealth management services, Charles worked in public accounting with the tax firms Arthur Andersen and Deloitte & Touche. Serving in the tax departments, he worked on complex tax planning for domestic and multinational companies and families. Subsequently, Charles managed treasury and tax functions in the following publicly traded companies: Mariner Post-Acute Network, a multi-billion dollar skilled nursing facility company and Radiant Systems an international technology company in Alpharetta that was purchased by NCR. Charles later joined Merrill Lynch where he worked with high net worth clients and businesses in comprehensive financial planning, retirement, and investment strategies.
At Financial Innovations, LLC, Charles offers independent advice and custom solutions while getting to know his clients’ needs, and providing a highly-ethical level of service. He also assists organizations in selecting and implementing suitable retirement plans with best-of-class investment platforms. Because of his past experience as a treasurer for a publicly held company, he is able to show business owners how to manage their cash to get better yields while minimizing risk.
Clients who work with Charles benefit by saving time and unnecessary expenses of not having to shop around for multiple advisors. They can now easily access an independent advisor who has the advanced technical skills and professional training necessary to provide quality solutions.
Charles is a proud member of the Georgia Society of Certified Public Accountants, the American Institute of CPAs, and the Georgia Bar Association. He received his undergraduate degree from Duke University and went to graduate school at Emory University’s Business and Law School.
Charles has enjoyed serving as a finance instructor and taught classes to the Atlanta community on financial planning principles. While a financial advisor at Merrill Lynch, Charles coordinated their Atlanta Financial Advisor Training Program and has coached and mentored other successful financial advisors on running their practices with ethics and honesty. Charles has been a contributor to a newspaper and has previously been a multi-year award winner in Atlanta Magazine’s “Five Star Best in Client Satisfaction Wealth Managers.” Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
Charles teaches College Planning courses throughout Georgia. 123 College is a program that helps parents and their college bound children choose the best college for them financially.
Charles and his wife, Janice, live in Dunwoody, Georgia, with their two children, Seth and Elena. You will often find them actively involved in their children’s school and sports teams.