Charlie

Nardiello

CRPC™

picture of a planner

Here to act in your best interests

About me

I love coming to work every day with the goal of being available to answer the bell when my clients need financial guidance. Helping my clients reach their life goals makes my job both challenging and incredibly rewarding. Away from the office, I’m usually taking my kids to their sporting events or trying to sneak in a round of golf with family or friends.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts - University of South Carolina

Visit one of our Locations

Washington DC III - Fairfax

4000 Legato Road

8th Floor

Fairfax, VA 22033

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Tax Efficient Investing Strategies

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?