Broker Check
Charlie Currie

Charlie Currie

Tax & Investment Strategist

Charlie Currie is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent.  He specializes in helping clients consider and plan around the tax consequences of financial events. Charlie graduated from the University of Georgia in 2009 with a bachelor’s degree in Mathematics Education where he was a member of the University of Georgia Redcoat Band.  He is Series 6 Investment Company and Variable Contracts Products Representative Qualification Exam, 7 General Securities Representative Exam, 63 Uniform Securities Agent State Law Examination, and 65 Uniform Investment Adviser Law Examination licensed and a licensed variable, life, accident, and sickness insurance agent and active member of Toastmasters International.  Charlie also completed his Certified Financial PlannerTM education through the University of Georgia.