Charlie Germany, CPA/PFS
Sr. Private Wealth Advisor
Atlanta, GA
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Charlie Germany is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Atlanta, Georgia.
As an experienced wealth advisor to individuals, families, and businesses, Charlie uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Charlie and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Charlie began his career with the Internal Revenue Service (IRS). While with the IRS, his various job functions included revenue agent, appeals officer, and large case (publicly-held companies) revenue agent. He left the IRS in 1982 to establish his own CPA firm, which later merged with Frank Drewry to form Germany & Drewry, P.C. This firm merged with Ronald Blue Trust in 1990.
Charlie earned his BS in industrial management from the Georgia Institute of Technology. He is a member of the American Institute of Certified Public Accountants (AICPA).
Active in the community, Charlie sits on the board of directors of Living on the Edge and Bailey Smith Ministries. He is currently serving as a member of the pastor’s leadership team and the treasurer of the church he attends in Atlanta. Charlie has been a regular guest on the national Christian radio show, Money Matters with Crown Financial Ministries, as well as other national and local radio programs. Charlie has taught financial and tax programs for various groups including professional organizations and churches.
He and his wife, Sandra, live in Johns Creek, Georgia and have two adult sons.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.