Charlene Laney

Charlene Laney CFP® CDFA ® aka “Char” started her independent practice in March 2020, intent on offering true, advice-based financial planning. She takes a pragmatic yet compassionate approach to her clients’ lives, emphasizing the need for individualized and objective advice. She loves working with people who are looking to make the most of a significant life change – good or bad - and who take ownership of their financial health as part of their overall well-being.

Outside of her planning practice, Char loves enjoying the outdoors, dancing, hot yoga, reading, and spending time with family and friends.