Charlie Ehrenfried is a respected retirement planning professional with nearly two decades of experience in helping individuals navigate the complexities of retirement. Specializing in guiding those approaching or already in retirement, Charlie focuses on addressing the unique risks and challenges of transitioning from saving for retirement to enjoying it. His philosophy is straightforward: start with a comprehensive plan. This plan serves as the foundation for tailored strategies, ensuring the use of appropriate financial products to meet each client’s needs. Through this process, Charlie has helped his clients achieve the clarity and confidence to enjoy a financially secure retirement.
Charlie’s credentials reflect his dedication to excellence. He holds his Life & Health Insurance license and Series 6, 7, 63, and 66 securities licenses. He is also a CERTIFIED FINANCIAL PLANNER™ professional and has earned several advanced designations, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), and Chartered Advisor for Senior Living (CASL®).
Outside of work, Charlie and his wife, Kory, are proud parents to three children, Libby, Maya, and Caleb. When he manages to find a moment of free time, Charlie enjoys golfing, skiing, and camping with his family.