Charles Scarallo, CFP, CPA is the Managing Director at Wealthspire Advisors. Charles has been with the firm and its predecessors since 2016 and brings over a decade of experience in advising clients on income and estate taxes. He works closely with the investment and advisory teams to execute holistic financial plans for clients, designing creative strategies for wealth accumulation and tax-efficient wealth transfers.

Charles delights in helping his clients achieve their goals of protecting their wealth and passing their legacies to the next generation. His colleagues and clients rely on him to go above and beyond the scope of traditional wealth management, providing insights into their big picture financial situations.

Previously, Charles worked in a boutique public accounting firm as a tax manager specializing in taxation for high-net-worth individuals, including family office clients, corporate executives, and business owners. He oversaw clients’ income and estate tax planning and compliance.

Charles is a member of both the New York State Society of CPAs and the American Institute of CPAs. In his spare time, he enjoys spending time with his family, golfing, and playing guitar.