Charlotte Valentino, CFP®
Financial Wellness Director
Charlotte is the Financial Wellness Director in the Knoxville office. She creates, directs and inspires a team of professionals dedicated to creating and delivering customized retirement plan participant education strategies.
Prior to joining SageView, Charlotte worked for Bank of America and Colonial Bank. Charlotte graduated on the Dean’s List from East Tennessee State University with a bachelor’s degree in Communications. She is a CERTIFIED FINANCIAL PLANNER® and is also Series 6 and Series 63 registered.