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Charles Feehely (CFP®, MSFP)

Charles Feehely focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Cash Flow Planning Debt Management Education Funding Employer Benefit Reviews Estate Planning Financial Monitoring Goal Setting Investment Management & TSP Strategies Net Worth Analysis Retirement Planning Risk Management Tax Planning

Additional Information

Charles M. Feehely is a CERTIFIED FINANCIAL PLANNER™ professional. He is the Founder and Lead Financial Planner at Charles Michael Financial. Charlie holds a Bachelor's in Accounting and a Master's in Family Financial Planning. Leading with imagination and creativity, Charlie is relentless in ensuring that the families who are served by the firm are well cared for during their journey toward financial independence.

Charlie prefers to be in the background, acting as a guide to his hero families. He strongly believes that peace and prosperity for families start with personal resilience and financial education. The firm was built for the simple reason that Charlie is passionate about helping families develop their financial armor so that they are healthier and wealthier at the end of their service. Charlie has dealt with enough difficult “clients” in federal law enforcement. He now thoroughly enjoys working to make an impact on those who share his values and have a desire to transform their lives for the better.

NAPFA Start Date

January 18, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4030 Wake Forest Road, Ste. 349 Raleigh, NC 27609 Phone: (919) 727-4511
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