Charlotte is an accomplished professional with a diverse background and extensive experience in retirement and estate planning strategies. She began her career after graduating from the University of California Davis and obtaining her teaching credential. For nine years, Charlotte taught Reading and Journalism, honing her communication and analytical skills.
Following her teaching career, Charlotte owned and operated an almond and walnut farm for seven years in Dixon, California, developing strong business acumen and understanding of agricultural operations.
In 1985, Charlotte joined her current broker-dealer, now Equitable Advisors, focusing on retirement and estate planning strategies. Her commitment to excellence and dedication led to her appointment as District Manager in 1990. She transferred to the San Francisco office in 1995 and became the Regional Vice President of the Professional Advisors Group in 1998. In this role, Charlotte collaborated with CPAs to offer comprehensive financial services, complementing their tax services and ensuring holistic support for clients.
Charlotte obtained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in 1988. She received a Certificate in Retirement Planning from The Wharton School of Business and received the title Retirement Planning Specialist from Equitable Advisors. With her extensive education and experience, Charlotte excels in helping clients define goals and develop tailored strategies. As an Investment Advisory Representative of Equitable Advisors and an agent of Equitable Network Insurance Agency of California LLC, she offers solutions to address unique needs. Charlotte holds Series 6,65,7,63 FINRA registrations.
Outside of her professional pursuits, Charlotte resides in Roseville, CA, enjoying golfing, sampling wine, and entertaining friends.
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