I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), primarily working with high net-worth families and business executives to advance towards their goals and live life on their terms.Interested in learning how we can help you put together a plan for your future? Email me at Charlie@GainlineFP.com------------------------------------------As a CFP® professional, Charlie has extensive knowledge in retirement planning, estate planning strategies, tax planning strategies, investment planning, and insurance and risk management. He is also held to the fiduciary standard for clients’ best interest as a CFP®. In his pursuit of holistic wealth management, Charlie has also achieved other specialized education and designations including Accredited Wealth Management Advisor™ (AWMA®), focused on estate and executive benefits planning for high net-worth clients and business owners. He immediately started working in financial services after graduating from the University of Colorado Boulder with a Bachelor of Arts in Economics.With an emphasis on approachability and relationship-building, Charlie values a trusting relationship with each client. He is committed to working with clients to advance towards their goals and live life on their terms.Charlie lives in Denver with his wife Maria and two dogs, Winston & Jamie. He enjoys being outdoors, golfing, traveling frequently, and attending CU sporting events. A lifelong Buff, he currently serves on the Executive Committee of the CU-Boulder Alumni Association Board of Advisors. While attending CU, Charlie was the President and played back row for the nationally ranked CU Men’s Rugby Club and continues to be actively involved in the rugby community.----------------------------------------------------Advisory Services offered through Gainline Financial Partners, LLC a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.