Charlie Jordan, CPA, CFP®

Partner | Wealth Advisor

Wealth Advice

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Charlie is a Partner and Wealth Advisor at Brightworth providing comprehensive investment and wealth planning advice to high net worth individuals and families. He focuses on integrating wealth planning, tax and estate planning, investment management and philanthropic counsel into a customized strategy to help clients accomplish their life and financial goals. Charlie began his wealth management career in 2000 developing purposeful and comprehensive financial strategies for individuals and families, and acquired expertise in advanced charitable planning as a manager at The National Christian Foundation. Charlie joined Brightworth in 2008 as a Financial Planner and was promoted to Wealth Advisor in 2011.

He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, and received his Master of Accountancy with a concentration in taxation from Kennesaw State University. Charlie is a graduate of the University of Florida with a bachelors degree in finance.

He currently serves on the boards of the Georgia Planned Giving Council and the Fellowship of Christian Athletes East Cobb and is an inaugural member of the Children's Healthcare of Atlanta Legacy Advisory Council.

Charlie and his wife, Krysta, have three daughters and reside in Woodstock. They are active members of Johnson Ferry Baptist Church. Charlie enjoys golf, running and Florida Gator sports.

 

Authored Content

Lessons from Losing

One of my biggest challenges since starting a family and focusing on career goals has been drumming up the motivation to get back into the shape I was in college — and thirty pounds lighter.

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Perspectives On Philanthropy, Giving On Purpose - Part 3

“The difference between what we do and what we are capable of doing would suffice to solve most of the world’s problem.” - Mahatma Gandhi.

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The Cost of Emotions

As Brightworth wealth advisors, we feel we have a unique and special role in the lives of our clients. We are able to work with our clients to develop plans for helping them achieve their family’s goals and oftentimes see their dreams come true.

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