Charlotte  Geletka is the managing partner at Silver Penny Financial Planning and a Chartered Retirement Planning Counselor ®. 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.

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 Kennrod Organization and local schools. She is passionate about serving her local community and financially empowering females.

Charlotte was honored to be named to Investment News’ 40 Under 40 class of 2019. This award highlights young talent in the financial advice industry and recognizes their accomplishments, contributions to the industry, leadership, and promise for the future. She is a member of the Morningstar Advisory Board. She was awarded the 2018 Circle of Excellence award by Women in Financial Services. She is proud to be a member of the Investment News Women Adviser Summit’s 2019 advisory board. She is a 2018 Atlanta Five Star Wealth Manager and recipient of the 2017 Lincoln Southeast Advisor of Now award. Charlotte also serves on the ABS Advisory Council at Lincoln Financial Advisors.

Charlotte 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.

The information in this podcast and note should not be construed as financial advice. Ms. Geletka is a regulated individual in a regulated industry.

Charlotte’s Socials and Website

INSTAGRAM – SILVER PENNY FINANCIAL
WEBSITE
FACEBOOK
TWITTER

Show Notes

Day to Night Business Barbie
NC State
Dixie Chick’s Wide Open Spaces
ADD
Office Space
Headlines from the Crash
Behavioral Finance
The Economist
Dr. Daniel Crosby
The Laws of Wealth
The Behavioral Investor
Fintech
Ramit Sethi
I Will Teach You to be Rich (the book)
A Gentleman in Moscow by Amor Towles
Rules of Civility by Amor Towles
ProperAtl
The E-Myth Revisited
Laura Vanderkam
Off the Clock by Laura Vanderkam
I Know How She Does It by Laura Vanderkam
Authority Magazine Article
Dave Ramsey
Suze Orman
Bitter and Boozy Cocktail
Taqueria del Sol