Meet The Female Leaders Of Finance: “If having your lattes in the morning are important to you, you can still have them, just know that they are part of your financial planning.” with Charlotte Cowan Geletka and Tyler Gallagher

Tyler Gallagher
Aug 1, 2019 · 9 min read
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Determine what your priorities are and be careful. If having your lattes in the morning are important to you, you can still have them, just know that they are part of your financial planning.

As a part of my series about strong female finance leaders, I had the pleasure of interviewing Charlotte Cowan Geletka, CRPC. Charlotte is the managing partner at Silver Penny Financial Planning and a Chartered Retirement Planning Counselor ®. As an experienced Investment advisor Charlotte’s more of a financial coach than anything else, committed to helping her clients get to a point where they can stop worrying about their financial future. She works hard with them to simplify their financial lives, get their financial houses in order, and create a clear path to their retirement goals — whether retirement is right around the corner or in the distant the future. Charlotte graduated Summa Cum Laude from North Carolina State University. She is active on the local area committee for Young Life Atlanta Project. Charlotte gives financial literacy education talks for youth through the Kenrod Organization and local schools. She is passionate about serving her local community and financially empowering females. She was awarded the 2018 Circle of Excellence award by Women in Financial Services. She is proud to be a member of the Investment News Women Adviser Summit’s 2019 advisory board. She is a 2018 Atlanta Five Star Wealth Manager and recipient of the 2017 Lincoln Southeast Advisor of Now award. Charlotte also serves on the ABS Advisory Council at Lincoln Financial Advisors. She holds the following licenses and professional designations: Chartered Retirement Planning Counselor from the College of Financial Planning, Investment Advisor Representative (series 65 Uniform Investment Advisor Law Exam), Series 7 Securities Representative Exam. Uniform Securities Agent (Series 63), Life, Health, and Annuity Insurance Agent.

Authority Magazine

Leadership Lessons from Authorities in Business, Film…

Tyler Gallagher

Written by

CEO and Founder of Regal Assets

Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

Tyler Gallagher

Written by

CEO and Founder of Regal Assets

Authority Magazine

Leadership Lessons from Authorities in Business, Film, Sports and Tech. Authority Mag is devoted primarily to sharing interesting feature interviews of people who are authorities in their industry. We use interviews to draw out stories that are both empowering and actionable.

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