Broker Check

Silver Penny in the Media

Charlotte C. Geletka


Business Insider| The Best Stock Trading Apps of 2021

Business Insider|The Best IRA Accounts of March 2021

Business Insider|The Best ROTH IRA Accounts of March 2021

Investopedia Top 100 Financial Advisors 2020*

Wall Street Journal| Stashing Cash in a Low-Interest World

CNN Business| Get Ready for the Fed to raise rates.... in2027?

Business Radio X

CNN Business | Cash Is No Longer King

Thrive Global | Meet The Female Leaders of Finance

Authority Magazine | Meet The Female Leaders of Finance

US News & World Report | How to Manage Your Portfolio Over the Summer

Metro Atlanta CEO

Morningside Neighbor Magazine July 2019

The Empowered Advisor | Transitioning from College to 401(k) 

Bankrate.com | How to Save Money in Your 30s

Wealth Management | Will Having Kids Kill Your Advisory Career?

Belle Meets World | Can Finance and Fashion Be Friends?

Women in Finance LeadHER Blog | How to Financially Empower Your Female Clients

Women in Finance LeadHER Blog | Collaboration: What Clients Want


U.S. News & World Report

*The Investopedia Top 100 Financial Advisors is an independently granted award and is based on peer nomination, advisor engagement, influence, and commitment to financial education. Neither the advisor nor her parent firm pay a fee for the nomination or receipt of the award. No fee was paid for the right to reprint the award. The award was independently granted and membership in an organization was not required Working with an Investopedia 100 Top Financial Advisor is no guarantee of investment success.