Charlie Ambroselli serves both individuals, families, and businesses with their wealth management and financial planning needs. He is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ Practitioner. Charlie uses his objective perspective to help clients make wise financial decisions and to help them focus on the things that matter most to them. As a Financial Advisor, he offers financial planning, investment management, retirement planning, and other services to clients to help them accomplish their financial goals. He is passionate about helping clients make the most of their time and resources so they can be free to live purposefully and to focus on what truly matters most.
In 2000, Charlie received his MBA and BBA in Accounting and Finance from the Saint Bonaventure University. He spent the next seven years preparing tax returns and financial statements for individuals and businesses. In 2007, Charlie began helping clients with their investments and financial planning needs as a Financial Advisor with a large broker dealer. He later became the Sr. Manager of Financial Planning for one of the nation’s largest Registered Investment Advisory firms.
Charlie is active in his community – whether its coaching youth sports such as softball or basketball, or participating in ministry efforts through the local church. He and his wife, Zita, live in Alpharetta, GA with their four children and currently attend Mount Pisqah United Methodist Church. He also is an approved instructor for Dave Ramsey’s Financial Peace University and has completed the Kingdom Advisors training and licensing program.
Among his areas of focus are:
• Financial Planning
• Tax Planning
• Small Business Consulting and Planning
• Retirement Planning
• Estate Planning
• Education Planning
• Charitable Planning
• MBA and BBA, Accounting & Finance, Saint Bonaventure University
• College for Financial Planning
- CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner
- CPA Certified Public Accountant
• Financial Planning Association3
• American Institute of Certified Public Accountants (AICPA)