Charlie Ehrenfried

Helpling clients live a rich retirement.

Role
Owner Wealth Manager at Retirement Matters
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Owner Wealth Manager

    Retirement Matters

    Jun 2022 — Present · Cincinnati, OH, US

    Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.{Adviser DBA} and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.

Education

  • Miami University

    Business

    1999 — 2003

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Charlie Ehrenfried — Owner Wealth Manager at Retirement Matters in Cincinnati, OH, US | Unifers