Email address: charles@northstarplanners.com

Office phone: 954-693-0030

Charlie Thomas, CFP®, MBA

Lead Advisor

As a Lead Advisor, Charlie supports our Senior Advisors in providing comprehensive financial planning and investment management. He relishes his role in helping clients achieve goals such as a comfortable retirement and financial freedom.

While Charlie was growing up, he saw firsthand the need for solid retirement planning at the assisted-living facility that his parents owned. Entering college, he knew he wanted to work in finance, but it was an internship that prompted him into a career as a fiduciary financial advisor.

To that end, he attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2024.

Fun Facts

• Charlie played collegiate basketball for Southern Arkansas University.

• He is a recent transplant to Florida and lives in Ft. Lauderdale.

• Charlie is 6 feet 9 inches tall and wears a size 19 shoe.

• He counts Switzerland, with its mountains, views, waterfalls, and lakes, as one of the most beautiful places in the world.

• In addition to basketball, he loves baseball, CrossFit, yoga, fishing—basically, anything to do with physical activity or the outdoors.

Education, Certifications, and Memberships

• CERTIFIED FINANCIAL PLANNER™, CFP Board

• Master of Business Administration, Southern Arkansas University

• Bachelor of Business Administration, Financial Analysis, Southern Arkansas University