Charlie Fox is a Financial Advisor at Three Bridges Wealth Management. He serves as a comprehensive resource for clients, helping them navigate a wide range of financial topics including investment management, retirement planning, tax strategies, estate planning, and insurance solutions. Charlie is a creative thinker who enjoys developing thoughtful financial planning strategies for retirees and individuals approaching retirement.
Driven by a passion for helping others achieve their goals, Charlie approaches his work as both an advisor and an educator. He provides clients with clear guidance, practical insights, and a deeper understanding of the financial decisions that shape their retirement. His goal is to empower clients to move confidently toward the retirement they envision.
Charlie is a Certified Financial Planner® (CFP®) professional and holds a Series 65 license, reflecting the highest standard of fiduciary responsibility and his commitment to always act in the best interests of his clients. He also maintains life insurance licenses in multiple states and holds the National Social Security Advisor Certificate. Above all, Charlie prioritizes listening—building meaningful relationships with clients so he can help them protect their financial future and enjoy the years ahead.
Charlie and his girlfriend, Alyssa, recently relocated to Alpharetta after spending 15 years in Phoenix, Arizona. They made the move with their dog, Freddie. Outside of work, Charlie enjoys playing ice hockey around the Atlanta metro area, practicing hot yoga, hiking, relaxing on the beach with a good book, and traveling.
