About your presenter:
Charles Welde, CPA, CFP®, is the founder and lead advisor at The CP Welde Group, where he brings over four decades of experience blending tax expertise with holistic retirement income planning. A former public accountant turned financial planner, Charles found his calling in helping clients create a secure future rather than simply account for the past. He is a proud Villanova graduate, an Ed Slott Master Elite IRA Advisor, and a Lifetime Member of the Million Dollar Round Table. Known for his friendly, numbers-savvy approach, Charles believes wisdom comes from lifelong learning, a value he lives out through his work with an exclusive Mastermind Group of top-tier advisors. Outside of the office, he's a devoted husband, father of three daughters, and grandfather to three.