Charlie Jordan, CPA, CFP
Partner & Wealth Adviser, Brightworth

Charlie Jordan is a partner and wealth adviser at Brightworth providing comprehensive investment and wealth planning advice to high net worth individuals and families. He focuses on integrating wealth planning, tax and estate planning, investment management and philanthropic counsel into a customized strategy to help clients accomplish their life and financial goals. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and received his Master of Accountancy with a concentration in taxation from Kennesaw State University. Charlie is a graduate of the University of Florida with a bachelor's degree in finance. He currently serves on the boards of the Georgia Planned Giving Council and the Fellowship of Christian Athletes East Cobb and is a founding member of the Children's Healthcare of Atlanta Legacy Advisory Council.

Phone: 404.760.9000 E-mail: Website: LinkedIn:

Afraid to Retire? How to Put Those Fears to Rest

Afraid to Retire? How to Put Those Fears to Rest

Second-guessing your decision to finally retire is an all-too-common occurrence, even for the wealthy and well-prepared. When the worries start to sta…
November 27, 2018