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Cfp® Charles Ambroselli

Senior Financial Advisor

Charles Ambroselli, CFP®, CPA, is a seasoned professional with extensive experience in financial planning, taxation, professional training, and wealth management, particularly focusing on high net worth individuals.

He is known for his technical expertise and strong communication skills and has a passion for training other financial planners and advisors on a variety of financial planning strategies, systems, tools, and wealth management services.

Charles holds a Masters of Business Administration in Accounting & Finance with an impressive 3.85 GPA from Saint Bonaventure University. He also pursued studies in Christian Leadership at Christian Leadership University and holds certifications from the AICPA.

Throughout his career, he has held key positions at various reputable organizations such as Patton Albertson & Miller as a Senior Financial Advisor, 1776 Wealth as a Financial Planning Strategist, and Children's Leadership Academy, LLC as the Chief Financial Officer.

Charles Ambroselli has also served in roles like Financial Advisor at Benedetti - Gucer & Associates, Senior Manager of Financial Planning at Ronald Blue & Co., Financial Advisor at Edward Jones Investments, Senior Tax Accountant at International Investor Services, Inc., Tax Accountant at Grant Thornton, Tax Accountant at Arthur Andersen, LLP, and Staff Accountant at Bear Stearns.

Cfp® Charles Ambroselli
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Location

Alpharetta, Georgia, United States