The StratWealth Team
Charles Walker CFP®
Charles (Charlie) Walker is a Senior Advisor with StratWealth, who brings clients more than two decades of wealth management experience.
Operating as a fiduciary for all clients, Charlie brings to StratWealth his Certified Financial PlannerTM (CFP®) professional designation, as well as two decades serving high net worth client needs. He is gifted in all features of StratWealth’s planning offer, with a deep understanding of how best to navigate complex client issues, trust and trustee matters, and generational wealth transfer within a family. Charlie takes time to truly listen, getting to know and gain a solid understanding of the critical aspects for each family’s financial life, goals, and needs. His appointment to StratWealth dovetails neatly into the team’s proud heritage of helping clients achieve their goals.
A native of West Hartford, Connecticut, Charlie graduated from Roanoke College and today resides with his wife and kids in the Baltimore area. He serves on the advisory board of a private foundation and is an active member of the Financial Planning Association.