Charlotte Cowan Geletka
Managing Partner @Silver Penny Financial Planning
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WORK HISTORY
Managing Partner @Silver Penny Financial Planning
EDUCATION
North Carolina State University
Bachelor of Arts (B.A.), Communication, General
North Carolina State University
Bachelor of Arts (B.A.), Spanish Language and Literature
SKILLS
ABOUT CHARLOTTE COWAN GELETKA
Charlotte is the managing partner at Silver Penny Financial Planning in Atlanta, Georgia. She is a Certified Financial Planner™ professional and a Chartered Retirement Planning Counselor® and experienced investment advisor representative who serves as a financial coach for her clients,Charlotte was honored to be named to the Investopedia Top 100 Financial Advisors List in July 2022. This honor spotlights the country’s most engaged, influential, and educational advisors.1Charlotte was honored to be named to Investment News’ 40 Under 40 in April 2019, based on data from 2018.This award highlights young talent in the financial advice industry and recognizes their accomplishments, contributions to the industry, leadership, and promise for the future.21The Investopedia Top 100 Financial Advisors is an independently granted award and is based on peer nomination, advisor engagement, influence, and commitment to financial education. Neither the advisor nor her parent firm pay a fee for the nomination or receipt of the award. No fee was paid for the right to reprint the award. The award was independently granted and membership in an organization was not required. Charlotte was initially nominated by a peer and then subsequently invited to submit an application. Working with an Investopedia 100 Top Financial Advisor is no guarantee of investment success.2The Investment News 40 Under 40 is an independently granted award and is based on peer nomination, contributions to and leadership in the industry. Neither the advisor nor her parent firm pay a fee for the nomination or receipt of the award. A fee of $295 was paid for the right to reprint the award. Charlotte was nominated for this award by several colleagues. The award was independently granted and membership in an organization was not required. Working with an Investment News 40Under40 honoree is no guarantee of investment success.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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