Financial Paraplanner - FPQP®
Charlotte Fischnar brings her diverse background and skills to Money Managers, where she has been a valuable team member since 2020. As part of her role, Charlotte oversees administrative tasks and provides support to the client service team, ensuring smooth operations and exceptional service delivery. Prior to joining Money Managers, Charlotte worked in the fields of special education and cognitive therapy. Charlotte has three adult children. Outside of Money Managers Inc., Charlotte has a passion for health and wellness, recognizing the importance of maintaining a balanced and fulfilling lifestyle.