Charlie is one of our Wealth Managers working closely with families and individuals to help build better lives for themselves and their loved ones. He is the second generation of the Kreitler family to lead the practice and serves on our Investment Committee. Charlie is a member of the Raymond James Chairman's Council, which recognizes Raymond James top advisors.ˡ
Charlie joined Kreitler Financial in 2005. He previously worked in market research consulting at Marketing Management Analytics, where he was Vice President of Client Service, and at Cannondale Associates. Charlie holds the Series 7, 9, 10, and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a BA cum laud from St. Lawrence University (Canton, NY) and graduated Hopkins School (New Haven, CT). He is a co-author of the National Savings Rate Guidelines for Individuals (Journal of Financial Planning, April 2007; Ibbotson et al).
Charles Kreitler was named to the 2020 edition of the Forbes list of Best-in-State Wealth Advisors†.
Charlie serves as the Vice Commodore of Cedar Point Yacht Club in Westport, CT. He enjoys spending time outdoors with his wife, children and two dogs. Charlie stays active by competitively racing Thistle sailboats, skiing, fishing, and staying fit with CrossFit. He is a participant of the Strategic Coach™ 10X program in Toronto, Canada.²
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
(1) Membership is based on prior fiscal year production. Re-qualification is required annually. This recognition is not indicative of the advisor’s future performance, is not an endorsement and may not be representative of individual clients experiences. No fee is paid in exchange for this award/rating.
(2) Raymond James is not affiliated with and does not endorse the opinions or services of Strategic Coach.
Raymond James is not affiliated with the above organizations and/or charitable causes.