184 - EXPERT Charlotte Geletka "Do you want a rewarding and meaningful career?"
Episode description
On this week's episode of Future Rich, Barbara Ginty interviews Charlotte Geletka, CFP® CRPC® and Managing Partner and Financial Advisor at Silver Penny Financial based in Atlanta, Georgia.
As an experienced investment advisor representative 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 future.
Charlotte was also recently named one of the 100 Top Financial Advisors by Investopedia on 7/11/2022 for 2022. 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.
In this pod, Charlotte shares the inspirational road she took to become a CFP® and Business Owner, why financial wellness matters so much, and her thoughts on being a CFP® in today's financial climate.
Learn more about Silver Penny Financial HERE.
Find Charlotte HERE.
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Thanks for listening!
Disclaimer: Charlotte Galetka is a Registered Representative and offers securities and advisory services through Lincoln Financial Advisors, a broker-dealer (Member of SIPC) and a Registered Investment Advisor. Silver Penny Financial Planning is a marketing name for registered representatives of Lincoln Financial Advisors Corp.
The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.
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