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.

Tough Talks: Two Impactful Yet Difficult Money Conversations for Parents of Young Adults

Tough Talks: Two Impactful Yet Difficult Money Conversations for Parents of Young Adults

There are very few concepts that can strain relational dynamics and provoke anxiety quite like discussing money with family, especially your young adult children. It generally isn’t something many parents are comfortable doing, and that is under “normal” circumstances. The stress is typically compounded when these conversations occur under duress or will inevitably induce major conflict within the family unit. Sometimes the circumstances are unforeseeable and the stress unavoidable. But many times, the contention can be avoided by simply being intentional and having these tough conversations now and on your terms.

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The Financial Action Checklist

The Financial Action Checklist

From radio to TV to social media, the how-to lists on managing money and building wealth are a gracious plenty. Some are good and some are less so. Our FIT™ Perspectives Podcast team recently began to work through some of the most notable of these resources to consider how we would re-prioritize the “steps” and further expand upon some very over-simplified guidance. The outcome is the “Financial Action Checklist” (FAC) and it is designed for those who not only desire financial stability but seek pure financial independence.

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“COVID-ed” Lessons: Four Things the Pandemic has Taught Us About Savings in the Face of Financial Uncertainty

“COVID-ed” Lessons: Four Things the Pandemic has Taught Us About Savings in the Face of Financial Uncertainty

In my life and career, I have found three things overwhelmingly true with money:
1) The unexpected is inevitable- you better be prepared financially.
2) To accomplish something meaningful with money, a commitment to saving is implicit.
3) Wealthy individuals all seem to resiliently pursue a discipline of saving money despite their circumstances.
The common denominator across these three principles is simply a commitment to saving money. It is the foundation upon which all other financial success will be built. And 2020 has challenged that resolve thus far.

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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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