Charlie joined Kreitler Financial in 2005. He previously worked in market research consulting at Marketing Management Analytics, where he was Vice President of Client Service, and at Cannondale Associates. Charlie is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a BA cum laud from St. Lawrence University (Canton, NY) and graduated Hopkins School (New Haven, CT). He is a co-author of the National Savings Rate Guidelines for Individuals (Journal of Financial Planning, April 2007; Ibbotson et al).
Charles Kreitler was named to the 2022 edition of the Forbes list of Best-in-State Wealth Advisors†.
Charlie serves as the Vice Commodore of Cedar Point Yacht Club in Westport, CT. He enjoys spending time outdoors with his wife, children and two dogs. Charlie stays active by competitively racing Thistle sailboats, skiing, fishing, and staying fit with CrossFit. He is a participant of the Strategic Coach™ 10X program in Toronto, Canada.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.