Charlie received his law degree from American University in Washington, D.C., where he graduated summa cum laude, and a BA from College of the Holy Cross.
Charlie joined Northstar from Dorman Farrell, LLC, a Cleveland-based private wealth management firm he co-founded in 1999. Prior to working in the financial services industry, he was a tax attorney representing privately held businesses on tax, retirement and estate planning matters and practiced law in Cleveland and Denver.
His services include designing corporate and individual retirement investment strategies, creating retirement income streams from qualified and non-qualified accounts, working with clients on wealth transfer issues, and assisting business owners with retirement plan design and implementation. He is the developer of the Personal Financial Ratios, which have received industry recognition as what The Wall Street Journal called “some of the best tools we have seen for gauging where you stand” in retirement planning. |
