Charles Woldenberg

Charles Woldenberg, president of Baby Boomer Business Owner Exit Planning, Inc., is a Certified Financial Planner™ (CFP®) and a Certified Exit Planning Advisor (CEPA).

As a CFP® professional, Charles has completed comprehensive training and is a fiduciary. A fiduciary is required to put clients’ interests ahead of their own at all times. As a CFP® professional, Charles has mastered nearly 100 integrated financial planning topics, including:

· Retirement planning

· Insurance planning

· Financial management

· Tax planning

· Estate planning

· Investment planning

A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® certification exam before they can call themselves a CFP® professional. Charles is a 24‐year veteran of the securities industry and specializes in comprehensive financial planning for family business owners and their employees.

Charles is also a graduate of the Exit Planning Institute and is a Certified Exit Planning Advisor.

As a Certified Exit Planning Advisor, Charles is not only concerned with your business goals, he also considers your personal and financial objectives. As a CEPA, Charles take a holistic approach to help you develop a business strategy that integrates all aspects of your life. He will examine issues related to your industry; your risk tolerance; your timeline for retirement; and other critical areas of operating a business. Charles and his team of professionals will help you decide the timing to sell your business and how to help minimize personal taxes from the sale.