Charles Farrell, J.D., LL. M.

CEO

 

Charlie is the CEO of Northstar Investment Advisors, LLC and his practice focuses on assisting individuals with the management of their personal wealth. His services include portfolio investment management, retirement income management, wealth transfer and portfolio tax planning. Prior to working as an investment advisor, Charlie was a tax attorney representing privately held businesses on tax, retirement and estate planning matters.

Charlie is the author of the book Your Money Ratios: 8 Simple Tools for Financial Security, published in 2009, and called “one of the best financial books to cross our desks this year” by the Wall Street Journal (WSJ, 12/19/09).. 

His research on personal and business finance has been published in The Wall Street Journal, Smart Money, Journal of Financial Planning, Money Magazine, Investment News, American Association of Individual Investors Journal, Consumer Reports Money Advisor, Nightly Business Report, Newsweek, Crain’s Cleveland Business, Denver Business Journal, Boston Globe, Chicago Tribune, and other business and industry journals.

Charlie has a B.A. from the College of the Holy Cross in Worcester, MA, and received his law degree from The American University Washington College of Law, in Washington, D.C., where he graduated summa cum laude and was an editor of the American University Law Review.  He then went on to obtain a masters of law in taxation from the Case Western Reserve University School of Law. 


Charlie serves on the investment committee for the Downtown Denver Partnership and is also a member of the Colorado Investment Advisory Board.


Charlie and his wife live in Genesee, Colorado and enjoy skiing, hiking and kayaking throughout Colorado.  Charlie spent a few years doing amateur stand-up comedy and loves comedy writing  in his spare time.