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.
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 Stonebridge Financial Group, she offers solutions to address unique needs. Outside of her professional pursuits, Charlotte resides in Roseville, CA, enjoying golfing, sampling wine, and entertaining friends.
