Charlotte M.
Principal at Cerity Partners Family Office
- Role
- Principal, Project Manager for Cerity Partners Family Office at Cerity Partners
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Charlotte M.
My experience is rooted in supporting ultra-high net worth families and family offices navigate the complexities of wealth management, financial education, and family legacy planning. With several years of experience in the industry, my passion lies in empowering families to preserve and grow their wealth across generations. I leverage my expertise in family office operations to ensure each family\'s needs are met. I am equally as passionate about leadership and coaching, which led me to become a Certified Professional Life Coach in 2023. Currently, I am pursuing the Accredited Financial Counselor (AFC®) designation to further enhance my ability to support clients on their financial journeys.
Experience
Principal, Project Manager for Cerity Partners Family Office
Dec 2024 — Present · Phoenix, AZ, US
Education
Fox School of Business at Temple University
International Business Administration
2011 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.