Charlie Ehrenfried is a leading retirement planning professional who has spent nearly two decades studying the keys to a successful retirement. He works with those approaching retirement or already in retirement, guiding them through the risks and challenges of transitioning from saving for retirement to spending their retirement. His philosophy is simple, start with a comprehensive plan. The plan will dictate the strategies which will determine what products are most appropriate. This process has provided his clients with the clarity and confidence to live a financially secure retirement.
Charlie holds his Life & Health Insurance license, Series 6, 7, 63, & 66. He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, and Chartered Advisor for Senior Living. Charlie and his wife, Kory, are blessed with 3 children, Libby, Maya, and Caleb. In his very limited free time, Charlie enjoys golfing, skiing, and camping.