Charlotte Valentino, CFP®, ChFC®
Wealth Manager
Charlotte serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly two decades of experience in the financial services industry, Charlotte offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Charlotte worked as a Wealth Manager Team Lead at an independent investment advisory firm.
Charlotte received her Bachelor of Arts degree from East Tennessee State University. She is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards, and a Chartered Financial Consultant<sup>®</sup>, as designated by The American College of Financial Services.
Charlotte is based out of Kansas City but resides in Knoxville, Tennessee. Outside of work she enjoys spending time with her two children, who are very active with cheerleading and soccer. Charlotte loves traveling, cooking and enjoying the outdoors.
Articles by Charlotte Valentino, CFP®, ChFC®
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