Baby Boomer Business Owner Exit Planning
- Financial Investments
Charles Woldenbeg is a Certified Financial Planner and a Certified Exit Planning Advisor (CEPA).
As a CFP® professional, Charles has completed comprehensive training and is a fiduciary. A fiduciary is required to put clients’ interests ahead of their own at all times. As a CFP® professional, Charles has mastered nearly 100 integrated financial planning topics, including:
· Retirement planning
· Insurance planning
· Financial management
· Tax planning
· Estate planning
· Investment planning
A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® certification exam before they can call themselves a CFP® professional. Charles is a 24-year veteran of the securities industry and specializes in comprehensive financial planning for family business owners and their employees.