ABOUT CHARLIE SHIPMAN

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Owner, Managing Principal

 
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Charlie Shipman is passionate about providing customized financial advice to business owners, professionals, and their families. He strives to guide his clients towards financial accountability and bring order to their complex lives by aligning business objectives with personal goals.

Charlie is the founder of Blue Keel Financial Planning, which he started after noticing the lack of specialized financial advice available to business owners and professionals with unpredictable income streams. With experience working in several nationally recognized companies including PricewaterhouseCoopers and Bank of America Merrill Lynch, Charlie combines 15 years of experience in wealth management, public accounting and family office services with technical knowledge to provide clients with truly holistic financial planning.

To him, an effective plan requires more than just questionnaires, generic investment product recommendations, and expensive advice that doesn’t always put clients’ best interests first. Charlie believes financial planning is about organizing clients’ complex financial lives, teaching them to be accountable to their wealth plan, providing expert guidance during key decision-making moments, and giving clients the knowledge and tools they need to build a successful business and accumulate personal wealth.

 

Charlie earned a Bachelor’s degree in Economics and a Master’s degree in Accounting from The University of North Carolina at Chapel Hill, and completed the CFP Certification Program through New York University School of Professional Studies.

Charlie has been featured in several major online financial publications, including: Money, Yahoo! Finance, MSN, Nasdaq, The Motley Fool, Investopedia and U.S. News & World Report.

 

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 absolutely adorable young children.

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

  • Treasurer, Friends of the Weston Public Library (2015-present)
  • Assistant Treasurer, Emmanuel Episcopal Church (2014-present)
  • Gen X Subcommittee Member, Town of Weston Strategic Planning Committee (2015-2017)