Meet Charlie
Charlie Tingle is a Paraplanner based in Englewood, Colorado.
Charlie joined our team as an intern in June 2025. He supports our planning team and is quickly building hands-on experience in the wealth management profession
Charlie earned his B.S. in Business Administration from Colorado State University, with concentrations in Investment Analysis and Financial Planning. Having passed the CFP® exam, he is currently a CFP® candidate continuing his path toward certification.
Charlie is a Colorado native who enjoys skiing, golfing, and cheering on Colorado State University athletics.
