We help change the lives of business owners, their families and their employees through the power of exit planning.

Giving Back To Our Community

Charles Woldenberg is a long-time resident of South Florida and cares about and is involved in his community.

Charles mentors a high school student under the auspices of Take Stock in Children (TSIC). TSIC identifies at‐risk students in middle school and grants college scholarships to students who successfully complete the program.

Charles also is a five-gallon blood donor through OneBlood.

He is the secretary and past president of the Financial Planning Association of South Florida, the South Florida home for CFP® professionals and those who support the financial planning process.

Charles also coached recreational girls’ soccer in Weston, FL, for 10 years through the American Youth Soccer Organization.