CPA, CFP®, CeFT®
Partner in Charge, Retiring Well | Lead Advisor
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Meet Charlie Jordan
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.
Charlie Jordan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Charlie Jordan is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Charlie Jordan
3344 Peachtree Rd NE
Atlanta, GA 30326