Charles F. Kreitler, CFP<sup>&reg;</sup> - Financial Advisor

Charles F. Kreitler, CFP®

President

Kreitler Financial

265 Church St, Suite 801
New Haven, CT 06510
FINANCIAL ADVISOR'S WEBSITE
(203) 867-4396

General

Charles Kreitler is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kreitler Financial in New Haven, CT and the surrounding communities.

Financial Advisor Overview

Kreitler Financial, located at One Century Tower overlooking the historic Yale University campus in New Haven, CT, is a privately owned independent practice with more than 25 years of experience. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and we have access to TIAA-CREF’s Independent Advisor program. We have the ability to monitor and advise clients on financial assets regardless of where they are held.
Our team's comprehensive wealth management process helps coordinate the many facets of our client’s lives, including investments, income and cash flow planning, risk management strategies, estate planning, charitable interests and more. Our emphasis is on understanding and helping to manage the risks inherent in all investments. By employing customized diversification strategies**, we strive to help our clients achieve their goals while attempting to mitigate many of the pitfalls inherent in today's fast-moving global economy. Many of our clients are professionals, university professors and business owners who come to us for advice on the very complex issues involved in retirement planning.
Our high staff-to-client ratio means we can offer more customized service for each client. Clients work with a team led by an advisor and associate financial planner, both of whom are dedicated to working with a limited number of clients. Our branch professionals average over 15 years experience in the financial industry. We provide innovative investment and financial planning services, and we have been consistently ranked among the leading offices for Raymond James.**

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Financial Advisor Experience

Charlie is one of two Wealth Managers responsible for clients experiences and financial planning outcomes. He serves on the Investment Committee designing custom portfolios to meet client needs. He is a co-author of the National Savings Rate Guidelines for Individuals (Journal of Financial Planning, April 2007; Ibbotson et al). Charlie is the second generation of the Kreitler family to lead the firm.
Charlie joined Kreitler Financial in 2005 as a Financial Advisor. He previously worked in market research consulting at Cannondale Associates and at Marketing Management Analytics, where he was Vice President of Client Service. Charlie holds the Series 7, 9, 10, and 66 licenses and is a Certified Financial Planner™ professional. He has a BA from St. Lawrence University (Canton, NY). 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

*Diversification does not ensure a profit or guarantee against a loss.
**Membership is based on prior fiscal year production. Re-qualification is required annually.

Investment Advisory services are offered through Raymond James Financial Services Advisors, Inc. Kreitler Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement, Sudden Wealth

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Helpful Financial Planning Resources