Senior Financial Advisor
For more than 20 years, Charlie Ambroselli has served individuals, families, and small business owners with their wealth management and planning needs. He is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ Practitioner. Charlie received his MBA and BBA in Accounting and Finance in 2000 from the Saint Bonaventure University in New York.
Charlie uses his objective perspective to help clients make wise financial decisions and to help them focus on the things that matter most to them. As a Senior Financial Advisor, he offers comprehensive financial planning, investment management, and other services to clients to help them accomplish their financial goals. He is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose.
Charlie is also active in his community – whether it’s through youth sports or participating in ministry efforts through the local church. He and his wife, Zita, live in Alpharetta, GA with their five children and currently attend Mount Pisgah United Methodist Church. He is also currently a member of the Atlanta Estate Planning Council.