Charlotte Galamb, CDFA
Senior Financial Advisor
Based in Cary, NC, she guides affluent families through the financial complexities that accompany major transitions—retirement readiness, business exits, concentrated stock positions, and multigenerational planning.
Her approach focuses on three priorities:
- tax‑efficient retirement income strategies,
- thoughtful legacy and estate‑aligned planning strategies, and
- helping simplify financial complexity so clients feel organized and confident.
Charlotte delivers advanced, relationship‑centered planning for high‑net‑worth families, including retirement income guidance, concentrated equity strategies, business owner planning, tax‑sensitive investing, liability management, and estate‑aligned portfolio strategy design.
As a Certified Divorce Financial Analyst®, she also supports clients navigating significant life changes. Her career includes experience at major financial institutions, beginning at Raymond James in 2019 and continuing at Wells Fargo Advisors from 2024.
Certificates
CDFA
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors' investment products and services. In addition, if you have other Wells Fargo products or services, you agree that Wells Fargo Advisors may share this information with those other Wells Fargo businesses or entities. Please review our privacy policy.