charles

Charles R. (Charlie) Wolpoff, CFP®, JD, LL.M

Director of Financial Planning and Research

As Director of Financial Planning and Research, Charlie brings more than thirty years of experience in the areas of financial planning, law, research, and writing. Charlie, a past president of the Financial Planning Association of Maryland, is committed to stewarding clients, their families and the community toward a more successful financial future.

A member of the Maryland Bar since 1982, Charlie holds several certifications including: Certified Financial Planner™ professional, a JD from Vanderbilt University Law School, and an LL.M in Taxation from Georgetown University Law Center. A former journalist with a Master of Journalism from the University of Maryland, Charlie has written for distinguished publications such as the Congressional Quarterly, the Baltimore Sun, and the Baltimore Business Journal.

Charlie is a board member and past president of the Greater Kingsville Civic Association. He is a member and past president of Parkville Toastmasters and served on the Bayview Safety Advisory Board. An active public speaker, he was co-host of a community oriented radio show—The Carroll County Buzz (WTTR)—for six years. He has taught financial planning courses at Towson University, and currently teaches continuing education courses on financial matters, including Medicare, at Harford Community College.

Check the background of this investment professional at FINRA’s BrokerCheck.