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Charlie Rotherham, Financial Advisor

FINANCIAL ADVISOR
Charlie Rotherham

CEPA®, CRPC™
933 Cardinal Lane, Green Bay, WI 54313opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies

About Charlie

As an Edward Jones financial advisor, I find making an impact in people's lives one of the most fulfilling aspects of my career. I value building relationships with clients and put a strong emphasis on providing a personalized experience in order to act in their best interest.

Everyone's financial goals are unique, and I strive to help you achieve them by taking the time to understand what truly matters to you – whether it's estate considerations, long-term care, small business ownership, transferring generational wealth, saving for college, smart investments or living the retirement lifestyle you choose – I will be there...

Work History

  • Edward JonesJanuary 2022 to Current
  • The Elite GroupJuly 2020 to December 2021

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Angelo State UnivMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Football
  • Golfing
  • Pickleball

Team Members

  • Jodi Ostanek
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(920) 434-7740

Fax

(888) 202-5849

Office Address

933 Cardinal Lane
Green Bay, WI 54313opens in a new window

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