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Home > Financial Planner Directory > Maryland > Bel Air > Charles R. Wolpoff, JD, LLM, CFP®, CRPC®
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Charles R. Wolpoff, JD, LLM, CFP®, CRPC®

The Kelly Group

48 East Gordon Street
Bel Air, MD 21014
Phone: (410) 893-0560

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.