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Charlotte Estate Planning Council
Results 161 - 170 of 221
Brett Coffman CFP
Business Name
PNC Private Bank Hawthorn
Discipline
CFP
Jonathan Polking Attorney
Business Name
Polking Law, PLLC
Discipline
Attorney
John Sanders Jr. CFP
Business Name
Portus Wealth Advisors
Discipline
CFP
Roberta Cianfrone CFP, CPA
Business Name
Prager Metis
Discipline
CPA
Stuart Vaughn CFP
Business Name
Precision Point Wealth Management
Discipline
CFP
Andrew Herrnstein CFA
Business Name
Regions Bank
Discipline
None
Craig Danforth
Business Name
Regions Bank - Private Wealth
Discipline
At Large
Sarah Rhodes CFP
Business Name
Ren Inc
Discipline
CFP
Jessica Hardin
Business Name
Robinson Bradshaw & Hinson, P.A.
Discipline
Attorney
John Forneris Attorney
Business Name
Robinson, Bradshaw & Hinson, P.A.
Discipline
Attorney
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Upcoming Events
Thu Apr 23, 2026
CEPC Luncheon Event - SLAT-tery Will Get You Everywhere -- the key to a happy marriage while maximizing lifetime exemption gifts
Category: Events
Thu Apr 30, 2026
48th Annual Estate Planning and Wealth Management Forum
Category: Events
Sun May 3, 2026
Emerging Leaders Summer Family Social
Category: Emerging Leaders
Tue May 12, 2026
Emerging Leaders - Referrals Without Asking? Yes Please!
Category: Emerging Leaders
Tue May 26, 2026
Annual Meeting Luncheon - When Everything Matters, Nothing Does - What It Takes to Turn Good Intentions Into Focused Philanthropy
Category: Events
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