Charlie Currie, CFP®, EA
Paraplanner
CLIENT VISION
Charlie has worked in the financial services profession since 2010, helping individuals and families align their finances with their life goals. He joined Tarrant Financial in the spring of 2019 and is a CERTIFIED FINANCIAL PLANNER™ “with an extensive background assisting with financial and tax planning strategy and preparation.
EDUCATION & CERTIFICATIONS
- Bachelor of Science in Mathematics Education, University of Georgia (2009)
- Enrolled Agent, Internal Revenue Service (2012)
- Series 7, Series 65, Series 63, Series 6
- Georgia Variable Products, Georgia Life, Accident & Sickness, Georgia Property & Casualty licenses
- CERTIFIED FINANCIAL PLANNER™ professional (2015)
OUTSIDE THE OFFICE
Charlie enjoys running, hiking, and spending time with his wife and three kids. He is a University of Georgia graduate and former Redcoat Marching Band member, playing trombone and tuba, and an avid Georgia football fan. A student of God’s Word, Charlie is an active member and volunteer at Momentum Church in Woodstock.
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200 Ashford Center North, Suite 400 | Atlanta, GA 30338 | 770.353.6414
View this firm's Relationship Summary
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Tarrant Financial and IFG Advisory, LLC, are separate entities from LPL Financial. Mike Tarrant is currently registered to conduct business in the following states: CA, CO, DC, FL, GA, HI, LA, NC, NY, OH, PA, SC, TX, WA, and can be registered to conduct business in other states and US territories as needed.