Who We Are

Charlie Ehrenfried, CFP®, CLU®, ChFC®, CASL®, RICP®

Legacy Planning Advisor

Charlie graduated in 2003 from Miami University on an Evans Scholarship with a degree in business.  Before joining Wealthquest, Charlie spent three years in consumer lending and 13 years with Northwestern Mutual, serving in a variety of roles.  While at Northwestern Mutual, Charlie earned the CFP®, CLU®, ChFC®, RICP®, and CASL® designations through the American College.    

Charlie resides in Monfort Heights with his wife, Kory, and 3 kids, Libby, Maya, and Caleb. They attend St. Ignatius of Loyola Parish and Crossroads Church.  In his very little free time, Charlie enjoys golf, camping, and skiing.  Prior to kids, he completed over 25 marathons and ultra-marathons, and 2 Ironman triathlons.

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