About Charles R. Wolpoff


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48-54 East Gordon
Bel Air, Maryland 21014


410-893-0560 or 800-999-8609
(Fax) 410.838.3287

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Charles R. Wolpoff, Principal, CFP®, JD, LL.M, AIF®, ChFEBC

As Director of Financial Planning and Research, Charlie brings more than thirty years of experience in the areas of financial planning, law, research, and writing. Charlie, a past president of the Financial Planning Association of Maryland, is committed to stewarding clients, their families and the community toward a more successful financial future.

A member of the Maryland Bar since 1982, Charlie holds several degrees and certifications including: a CERTIFIED FINANCIAL PLANNER™ professional certification (CFP®),  a JD from Vanderbilt University Law School, an LL.M in Taxation from Georgetown University Law Center, an Accredited Investment Fiduciary® (AIF®) designation, and a Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) designation. In addition, Charlie holds Series 7, Series 66, and Life and Health insurance licenses. A former journalist with a Master of Journalism from the University of Maryland, Charlie has written for distinguished publications such as the Congressional Quarterly, the Baltimore Sun, and the Baltimore Business Journal.

Charlie is a board member and past president of the Greater Kingsville Civic Association. He is past president of Parkville Toastmasters and served on the Bayview Safety Advisory Board. An active public speaker, he was co-host of a community-oriented radio show—The Carroll County Buzz (WTTR)—for six years. He has taught financial planning courses at Towson University, and currently teaches continuing education courses on financial matters, including Medicare, at Harford Community College.