Charlene Laney

Charlene Laney CFP®

Wealth Advisor, Co-Founder

Charlene joined the world of finance over a decade ago. After seeing how a lack of education on basic financial concepts negatively impacted certain friends and loved ones, she knew there was a need for approachable, reliable, and authentic advisors in the industry. At the same time, she saw how having even a little financial savvy could drastically change people’s lives for the better. This is why Charlene is committed to empowering her clientele through sharing of resources and financial education. Equipped with the CERTIFIED FINANCIAL PLANNER™ designation, she takes the approach of a thought partner, guiding her clients through all financial stages of life. She has seen firsthand how big life changes — whether they be losing a loved one, getting a divorce, or the death of a spouse — can impact someone’s view of their future – often leaving them feeling alone, out of control, or hopeless. Over the years, Charlene has partnered with numerous people in life transitions much like these and has made it her mission to help them envision a brighter future – one that puts them back in control and instills hope for what’s to come.

Charlene moved to the Denver area from Phoenix in 2017 and hasn’t looked back! She loves being a part of the Root To Rise yoga community in Lowry and teaches hot yoga a few times a week. She is an active member of her community, acting as President of her networking chapter in Centennial. With her free time, Charlene enjoys travel, dance, cooking, and reading.