Charles is a dedicated financial advisor as well as a CPA and attorney. With over 30 years of industry experience, Charles is passionate about helping people and small businesses grow and protect their wealth with more predictability and lower taxes.
As a trusted advisor, Charles believes in building long-term relationships based on trust, transparency, and open communication. He takes the time to understand each client's unique financial situation, goals, and risk tolerance, tailoring his advice and recommendations accordingly. Whether clients are planning for retirement, funding their children's education, reducing taxes, or seeking to grow their wealth, Charles provides tailored and objective guidance to help them make informed financial decisions.
Charles' expertise spans a wide range of financial areas, including investment management, retirement planning, tax optimization, estate planning, asset protection, and risk management. He stays abreast of the latest market trends, financial products, and regulatory changes to ensure his clients benefit from the most up-to-date strategies and opportunities.
Prior to providing wealth management services, Charles worked as a CPA 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 for two publicly traded companies, Mariner Health Care Services and Radiant Systems/NCR. Charles later joined Merrill Lynch where he worked with high net worth clients and businesses in comprehensive financial planning, retirement, and investment strategies.
Clients who work with Charles benefit by saving time and unnecessary expenses of not having to shop around for multiple advisors. Clients can trust Charles to always act in their best interests, offering objective advice tailored to their specific needs.
Charles holds an undergraduate degree from Duke University and graduate joint JD/MBA degrees from Emory University Goizueta Business School and Emory Law School.
Charles actively engages in the Atlanta community and conducts workshops and teaches seminars on financial planning principles. He has been named a multi-year award winner in Atlanta Magazine’s “Five Star Wealth Managers.”
Outside of his work, Charles contributes positively to the community by volunteering and serving on the boards of several Atlanta civic and charitable organizations. With a passion for BBQ, you may have seen Charles cooking and competing in BBQ competitions. He has led his team to several barbecue championships and even beat a few pitmaster teams from Food Network. Charles and his wife, Janice enjoy cooking, traveling, and hiking with their children and are active in their children’s lives in schools and sports in Dunwoody, Georgia.
Whether you are starting your financial journey or seeking a fresh perspective, Charles Goldberg is your trusted partner in achieving financial success. Contact Charles today to schedule a consultation and take the first step towards securing your financial future.