Charlie Jordan, CPA, CFP®, CeFT®

Partner in Charge, Retiring Well | Lead 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 CPA, a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Financial Transitionist®. Charlie received his Master of Accountancy with a concentration in taxation from Kennesaw State University and 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 Marietta. They are active members of Johnson Ferry Baptist Church. Charlie enjoys golf, running and Florida Gator sports.

 


Authored Content

Widows with wealth: Managing money after losing a spouse

There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...

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The Five Phases of Retirement

Between the ages of 50 and 70, most people experience a significant amount of life change. Transitions are a natural and regular occurrence in our lives. They represent a shift from what was to what is. While normal, they still contribute to a significant amount of the stress in our lives, both positive and negative. Change can create friction in our comfort, our relationships, and our identity. It can also represent great opportunity and growth.

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