Charlie Zieky   CPA, PFS

Principal

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Education: BA Economics, Tulane University; MBA, Tulane University

Biography:
Charlie has provided comprehensive wealth management, financial and tax planning to business owners and high net worth families for over 20 years. She has been a member of the TDAmeritrade Institutional Advisor Panel, and San Diego Magazine has named Charlie as one of the best Wealth Managers in the San Diego area.

Charlie received her Bachelor of Arts degree in Economics and a Master of Business Administration from Tulane University. She holds a Certificate of Public Accountant license in California and has received the Personal Financial Specialist designation from the American Institute of Certified Public Accountants.

Charlie is presently an active member of the San Diego Women’s Foundation, serving on the grant making committee, and has previously served on the board of several organizations that support children and the arts.