Charlotte Geletka, CFP® CRPC®

Charlotte is the managing partner at Silver Penny Financial Planning, a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Retirement Planning Counselor ® 

As an experienced investment advisor representative Charlotte serves as a financial coach for her clients, committed to helping them get to a point where they can stop worrying about their financial future. She works hard with her clients 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 future.  

Charlotte is a Summa Cum Laude graduate of North Carolina State University. Charlotte gives financial literacy education talks for youth through the Kennrod organization and local Atlanta schools. She is passionate about serving her local community and financially empowering females.  

She holds the following registrations and professional designations: CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards, Inc., 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. All licenses held with LPL Financial. 

Charlotte is a thought leader in the financial services industry, regularly speaking at conferences regarding increasing financial confidence, financial wellness, and understanding money. She is regularly quoted in the Wall Street Journal and other financial media and works to change industry messaging to make wealth management more approachable.

Charlotte lives with her sons in the Morningside neighborhood in Atlanta, GA. She is a passionate tennis player and sometimes yogi. She collects sand from every beach she visits around the world.