Charles Crowley

Charles CrowleyWealth Manager
Phone: 770.261.5393
Fax: 770.261.5381
ccrowley@atlantafinancial.com
LinkedIn

Growing up with parents who were career educators and possessing a strong altruistic mindset, helping people has always been the foundation of Charles’ life. As a Wealth Manager with Atlanta Financial Associates, Charles focuses on helping clients attain the future they dream about by providing a tangible and realistic path forward and being a financial confidant along that journey.

With over twelve years of industry experience and a decade of work with the clients of Atlanta Financial, Charles specializes in retirement and education planning for government employees through Atlanta Financials’ GovtFITTM Process.  Additionally, he works within the DivorceFITTM team, which plans for the financial implications of those experiencing divorce, and embraces a special passion for helping young professionals make truly impactful money decisions through the YPFIT™ Process, which addresses common challenges such as budgeting, cash flow, and debt management strategies.

Charles is a CERTIFIED FINANCIAL PLANNER™ professional, and, in addition to the CFP® certification, is an Accredited Investment Fiduciary (AIF®). He also holds his life and health insurance licenses. Charles proudly serves on Atlanta Financials’ Investment Planning Committee, where he works closely with the managing principals of the firm to construct, monitor, and implement the firm’s investment philosophy.

Charles graduated from the University of Georgia earning a Bachelor of Science in Family and Consumer Sciences Education with a concentration in Family Financial Planning. In addition to completing a rigorous financial planning internship while at UGA, he gained valuable experience during the next two years with a boutique financial planning firm located in the heart of Athens, where he specialized in investment management, portfolio analysis, and insurance needs analysis.

Around the office, Charles is honored to be one of the hosts and frequent contributors to the popular AFA podcast, “FIT Perspectives,” and prides himself on bringing a bit of inspiration to his colleagues with his attention to detail, sense of humor, and affinity for Sinatra tunes and colorful bow ties. Outside of the office, Charles cherishes his time with his wife, Erin, their two children, Everett and Connolly, and dogs, Maggie and Lillie. He is actively involved in Northpoint Community Church and currently volunteers as a small group leader for young men attending Alpharetta High School. In his spare time, Charles enjoys a good round of golf, supporting UGA athletics, watching movies, and working in the yard.

Financial Anchors Amidst a Viral Storm: Three Core Areas of Focus in Personal Finance During COVID-19

Financial Anchors Amidst a Viral Storm: Three Core Areas of Focus in Personal Finance During COVID-19

It has been nearly two months since the “shelter in place” restrictions required us all to adjust to a life in quarantine. There has been a swift and mandatory acceptance of personal and professional lives being mashed together, and the situation certainly requires some adjustments as we get used to what may very well prove to be a new norm of precaution and safety. As scary as the health side of the equation is, the financial fallout of COVID-19 has been an even tougher pill to swallow in many respects and many are asking the question, “What can I do right now to make sure my family will be ok financially?”

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Radical Generosity, a Growing Family Ambition

Radical Generosity, a Growing Family Ambition

For young and growing families, it can be hard at times to justify a commitment to charitable giving. But philanthropy can take on several forms when it comes down to it. I’ve heard it referred to as the “three T’s of giving”- time, talent and treasure. All three are clearly very valuable aspects of our lives because each are finite in their own respect. As a wealth manager, I obviously see a great deal of focus placed on the monetary side of philanthropy and my professional experience tells me that our individual perspective on personal wealth is often a driver for assessing whether it is (or feels) appropriate to give away our money or things. The more you feel as though you have yet to achieve your own financial security, the more difficult it is to be motivated to give financially. Furthermore, when having a family to provide for, the decision can be increasingly difficult but arguably more important.

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Remember in December: 8 Critical Ways to Organize your Finances Before Ringing in 2020

Remember in December: 8 Critical Ways to Organize your Finances Before Ringing in 2020

I’d like to believe that everyone understands the value in a year-end review of their personal finances. Statistics that I’ve seen indicate that over half of people who make resolutions indicate a change to household finances and saving money is a priority in the new year1. What is a bit of surprise to me is that so many put off (or neglect all together) actually reviewing their finances before year’s end. My conclusion: one of the biggest deterrents is the time it takes to get things organized.

When it comes to being successful with money, strong organization will empower you more than anything else you can do to take control of your finances moving forward. With my personal and professional understanding of the challenges of this process, I’ve put together an 8-step checklist to get your finances organized, take inventory of where you stand, and ultimately get you ready to close the books on 2019.

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Billfolds and Babies

Billfolds and Babies

A baby changes the game in so many ways. I think back to the first time I heard my little boy say “peeeez, Daddy.” I would have handed that little guy nearly anything he wanted with little remorse just because of how cute it was. It makes me think about how as parents, we naturally want to not just meet, but exceed the wants and needs of our children; however, accomplishing that can be quite a challenge. With so much time focused on getting ready mentally, spiritually, and physically for a new baby, it is also fact that soon-to-be parents can especially end up feeling a bit unprepared financially because it is so tough to judge how expensive life as a growing family will be.

Knowing personally and professionally that the fiscal changes associated with parenthood are a gracious plenty, I’ve laid out a few things below that will hopefully make the experience of welcoming a new baby less of a learn-on-the-fly education.

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