Charlie Jordan, CPA, CFP®, CeFT®

Partner | 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

The “Ostrich Mentality”: Helpful or Hurtful?

When it comes to your financial lives, ignorance isn’t always bliss, especially when it leads to procrastination, avoiding hard decisions, and not accepting the limitations of your resources. Living in ignorance or denial is not a healthy, long-term posture for financial success. But 2020 has been an unusual year, to put it mildly. I would imagine we have all had an ostrich moment or two in the last few months as many of our usual escapes - sports, social events, vacation, etc.  - are not available.

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Am I Retired Now? Losing a Job Late in Your Career

Things are different than you planned. The assumptions of your plan have changed. That may require a new approach and a resetting of what your “retirement dream” will be. Use this time to refocus on what matters most in your life. Use the strength of your experience to craft a work-life and retirement around that purpose.

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