I'm Charles Norfleet, a Wealth Manager and the Principal at Norfleet Advisory, a part of Cetera Advisor Networks LLC. My journey in finance began after graduating with a Bachelor of Economics from George Washington University, where I also honed my leadership skills as a captain of the squash and tennis teams. Achieving my Certified Financial Planner certification was a pivotal step in my career, ensuring that I could provide the highest standards of financial advice.

I grew up in Greenwich, Connecticut, and my early life was filled with sports and activities that taught me discipline and the value of hard work—qualities that have greatly influenced my professional life. I’ve always been drawn to numbers and the dynamics of financial markets, and I see financial planning as a way to merge my love for economics with my desire to help people navigate their financial paths toward security and freedom.

Outside of my advisory role, I manage properties in Boston and Stonington, adding a real estate dimension to my financial expertise. I'm also deeply committed to giving back to the community, having volunteered in rebuilding efforts after Hurricane Katrina and mission trips in Jamaica. These experiences are incredibly rewarding and reinforce my belief in the power of community support.

Balancing my career with personal interests, I continue to engage in sports like golf, tennis, squash, and skiing, which keep me physically active and mentally sharp. My philosophy in both life and work is driven by empathy, patience, and rationality, allowing me to connect with my clients on a more personal level and guide them effectively through their financial journeys.

In essence, I strive to live a life that blends professional success with personal fulfillment and societal contribution, honoring my father’s legacy by helping others and approaching every challenge with integrity and resolve.