Charlie is one of our Wealth Managers working closely with families and individuals to help build better lives for themselves and their loved ones. He is the second generation of the Kreitler family to lead the practice and serves on our Investment Committee.
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 laude 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 2023 and 2024 edition of the Forbes list of Best-in-State Wealth Advisors†.
Charlie is a Past Commodore of Cedar Point Yacht Club in Westport, CT, Past President of Thistle Class Association and
currently volunteers his time with the Ski Patrol at Sugarbush Resort in Warren, VT. He enjoys spending time outdoors with his wife, children, and two dogs. Charlie stays active by competitively racing Thistle sailboats, skiing, fishing, and mountain biking.
Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info Best-In-State Wealth Advisors.