Charlotte Lippert

Professional Background

Charlotte Lippert, CFA, is an accomplished finance professional with extensive experience in managing complex financial needs for individuals, families, and businesses. Currently, she serves as the Advisor and Head of Family Office Services at Valeo Financial Advisors LLC, where she leads a dedicated team of advisors focused on providing comprehensive financial strategies tailored to meet the unique challenges faced by their clients. Charlotte's approach emphasizes a fee-only model, allowing her team to prioritize the best interests of each client without conflicts of interest. This philosophy ensures that every recommendation made is rooted in the specific circumstances and needs of the client.

Her role involves not only overseeing the advisory team but also working directly with clients, helping them navigate the intricacies of cash flow management, investment strategies, tax planning, risk management, and estate planning. The limited client base of her firm enables her and her advisors to maintain a hands-on approach, staying deeply involved in the financial landscape of each client. This proactive engagement is essential when clients face significant life events or decisions that demand expert guidance.

Before her current position, Charlotte held several key roles that have shaped her impressive career in finance. She was the Chief Investment Officer at Valeo Financial Advisors LLC, where she was responsible for overseeing investment strategies and guiding the firm's investment philosophy. In addition, she has a rich history of leadership as the Principal and Owner of Charlotte Lippert Wealth Management, where she helped clients strategize their financial futures based on personalized wealth management solutions.

Her previous experience as the Portfolio Manager and Director of Investments at Bedel Financial Consulting comes with a strong background in portfolio management and investment strategy execution. Additionally, Charlotte served as the Director of Due Diligence at Old National Wealth Management, focusing on assessing financial products and services to ensure they met the needs of the firm’s clients. Each of these roles has contributed to her well-rounded expertise and deep understanding of the finance industry.

Education and Achievements

Charlotte holds a Bachelor of Science in Finance from Ball State University - College of Business. Her educational background has been instrumental in developing her analytical skills and understanding of financial markets, enabling her to provide sound advice and strategies for her clients.

Charlotte is a Chartered Financial Analyst (CFA), a prestigious designation that carries a reputation for excellence in the investment management profession. Earning the CFA charter involves extensive study and passing of rigorous exams, which speaks volumes about Charlotte’s dedication to her profession and her commitment to maintaining the highest ethical standards. The CFA credential also underlines her expertise in investment management, financial analysis, and portfolio management, enhancing her credibility as she assists high-net-worth clients in achieving their financial objectives.

In her capacity as an advisor, Charlotte has consistently demonstrated her capability to not only manage traditional investment strategies but also navigate complex financial scenarios that require innovative solutions. Her dedication to lifelong learning and staying updated on industry trends ensures that her clients receive cutting-edge advice tailored to the modern financial landscape.

Achievements

Throughout her career, Charlotte has made a significant impact in the financial advisory field, contributing to the growth and success of her clients and the firms she has been part of. Her leadership at Valeo Financial Advisors has been marked by a steadfast commitment to client service and ethical advisory practices. Many of the advisors working under her guidance have benefitted from her mentorship, fostering a culture of excellence and professionalism in their advisory practices.

Charlotte’s contributions extend beyond her immediate work environment. She actively participates in industry organizations and forums, emphasizing the importance of collaboration and professional development among financial advisors. Her insights into market trends and investment strategies are valued by her peers, and she is often sought after for her perspectives on wealth management strategies.

Additionally, as the head of Family Office Services, Charlotte has played a pivotal role in delivering comprehensive wealth management services designed for family offices, catering to the broader needs of high-net-worth individuals and families. This includes succession planning, philanthropic endeavors, and strategic investment management, ensuring her clients are well-prepared for both present challenges and future opportunities.

Charlotte Lippert's unwavering dedication to her clients, combined with her vast expertise and leadership in the finance industry, positions her as a trusted advisor in achieving financial success. Her work exemplifies the essence of financial planning—empowering clients to make informed decisions that align with their personal and financial goals.