Charlie Ambroselli works with individuals, families, and businesses assisting them with their wealth management and planning needs. He is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™. Charlie uses an objective perspective to assist clients in making prudent financial decisions and to help them focus on the things that matter most to them.
As a Financial Planning Strategist, he offers financial planning, investment management, retirement planning, and other services to clients to help them accomplish their financial goals. He is passionate about working with clients so they can become better stewards of their time and resources and live a life of purpose, focusing on what matters most.
In the past, Charlie spent seven years preparing tax returns and financial statements for individuals and businesses. In 2007, he started helping clients with their investments and planning needs as a Financial Advisor with a large broker dealer. He later became the Senior Manager of Financial Planning for one of the nation’s largest Registered Investment Advisory firms. Charlie received his MBA and BBA in Accounting and Finance from the Saint Bonaventure University in New York.
Charlie is also active in his community – whether coaching youth sports such as baseball or basketball or participating in ministry efforts through his local church. He and his wife, Zita, live in Alpharetta, Georgia with their five children and currently attend Mount Pisqah United Methodist Church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.