Charlie Fitzgerald III, is a principal and founding member of the firm. With the support of our team of experienced professionals, Charlie provides financial planning and wealth management services to high-net-worth individuals, corporate executives, business owners, retirees, and trustees. Charlie recently completed a four-year term as a board director for the Certified Financial Planner Board of Standards, Inc. He has been a member of the Development Committee for the CFP Board’s Center for Financial Planning since 2015. The CFP Board’s mission is to benefit the public by granting the CFP® certification and upholding the CFP® mark as the recognized standard of excellence for competent and ethical personal financial planning. Charlie has three decades of leadership and civic involvement through his church, community and profession. He and his wife, Lisa, have been married for 37 years and have three adult children and three grandchildren.