Charlotte Geletka #TheAdvisorWarrior CFP ®️

Silver Penny Financial managing partner| @investmentnews 40 u 40 | mama of wild boys| lover of strong coffee,tennis, travel and investing tweets are not advice

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

Thank you ⁦@MorningstarInc⁩ for helping me spread the message of financial confidence. https://t.co/UCxFllQ3dy

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

Talk to your kids about money

https://t.co/DCgNjssDOz

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

True or false : all is fair in love and war ?!?

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@TKopelman 💯

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@bsuecannon Awe thanks
I got influenced on instagram and I was surprised by the quality

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

I took a huge risk and wore shorts to work today!

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

Always great to run into @craigiskowitz

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@MorningstarInc
- fundaments are still relevant
- price matters
- data tells the story

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@sweatystartup For a women to get in this list I imagine she would need to have all As

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

Ok #fintwit who is at @MorningstarInc conference in Chicago ?!?

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

I love how everyone now expects their financial advisor to be an expert in all things tariffs

[Morgan Housel @morganhousel]

The cost of debt is the interest rate (easy to calculate) plus the loss of future flexibility and options (hard to calculate).

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

Despite their ability to solve some of the world’s most complex math problems, AI chatbots regularly get basic facts wrong and MAKE THINGS UP = AI hallucinations.This is wild. Great read on n the ⁦@WSJ⁩ https://t.co/VamNT2mQxd

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

I have walked by this building almost every day for 15 years and it has always been my dream office and today my sign went up. Some dreams do come true. Took some time @Steph_Bogan but Alyse would be proud

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@WeAreWealth Superstar hire

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@Daniel_Bolton @WeAreWealth Congratulations 🎉

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

January is such a long month why is that the inauguration, MLK day, and the national championship (the other CFP) on the same day ?!?

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@MelissaJoyCFP Thanks girl hoping that I can engage more in 25 !

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

I remember this day a year ago bc news broke that my broker dealer was sold. I had personal challenges, renter issues, construction issues. I would like to go to Dec 2023 me & give her a hug and tell her it will be hard but you can do it. The past 12 months have not been easy

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@danielcrosby The only way to the other side is to walk through it

[Charlotte Geletka #TheAdvisorWarrior CFP ®️ @CharlotteGelet1]

@MelissaJoyCFP @investmentnews @cathycurtis @noneal510 @thehannahjmoore Congratulations 🎉 this is so amazing