Charles  Donalies

Charles Donalies

| CFP®

Donalies Financial Planning

Fee-Only Financial Planner serving the Washington, DC area. While I work primarily with professionals and families with young children, I have helped clients of all ages.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Cash Flow Management
  • Estate Planning
  • Insurance Planning
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

52 R St NW
Washington, DC

My academic background includes a Master of Business Administration from Johns Hopkins University in Baltimore, MD and a Bachelor of Science in Kinesiology from the University of Maryland in College Park, MD. I'm a NAPFA-Registered Financial Advisor and I hold the Certified Financial Planner designation, which requires hundreds of hours of study as well as completion of a rigorous exam.

I live in Washington, DC with my wife and two adorable little girls (but I'm biased). When not chasing after the girls I devote time to other passions: Training for triathlons, creating artwork inspired by video games, and reading & watching bad sc-fi. Well, there's really no such thing as bad sc-fi.