ABOUT CHARLIE SHIPMAN

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Prior to founding Blue Keel Financial Planning in 2014, Charlie helped business owners, entrepreneurs, and celebrities manage every aspect of their financial lives. Charlie’s 15-year career includes roles in wealth management, financial reporting & analysis, family office services, and “Big 4” public accounting. Charlie applies the skills and expertise he acquired while working with ultra-high-net-worth individuals and families to all aspects of Blue Keel’s planning and portfolio management services.

Charlie grew up in Chapel Hill, NC and earned two degrees from The University of North Carolina at Chapel Hill (BA, Economics; MS, Accounting). He’s a huge fan of Tarheel basketball, vinegar-based BBQ sauces and playing golf.

After nearly a decade of living and working in Manhattan, Charlie relocated to Weston, Connecticut – where he enjoys slower-paced country living with his amazing attorney-turned-entrepreneur wife and their two children.

Charlie takes great pride in serving his local community in the following volunteer positions:

  • Treasurer, Friends of the Weston Public Library
  • Assistant Treasurer, Emmanuel Episcopal Church
  • Member, Town of Weston Strategic Planning Committee (Gen X subcommittee member)
 
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