Charles R. Hurtgen, CFP®
Charlie’s philosophy is that in order to understand what drives a person or family's finances, one must first understand what they are passionate about. With over 20 years of experience in the wealth management industry, Charlie is tireless in his work and devoted to serving his diverse clientele with personalized strategies, always cognizant of the faith they have in him. He has been a member of the Financial Planning Association of Wisconsin since 2008.
A dedicated family man and father of three, Charlie is married to his high school sweetheart, Melissa, and is active in his church and children’s school, serving on numerous boards and committees. He grew up on a dairy farm in Watertown, WI, where his midwestern work ethic was born. An avid sports fan, Charlie enjoys coaching his twin sons in baseball, and always seems to have a game on.
Education & professional credentials
- B.B.A., Finance, University of Wisconsin - Milwaukee
- Certified Financial Planner™ Professional