Charlotte Caporrino

A team approach

Our people collaborate to deliver highly personalized service to you.

J. Brent Beene
J. Brent Beene
CFP®, MS
Managing Partner and Wealth Advisor
Philip Metz
Philip Metz
Client Service Administrator
James R. Sonneborn
James R. Sonneborn
CFP®, CFA, CDFA, MBA
Wealth Advisor

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Charlotte has over 20 years of experience in the financial planning industry and has been a Client Service Administrator (CSA) at RegentAtlantic for the last eight years. She interfaces with other team members, as well as directly with clients, to address their operational and procedural needs. Charlotte is the team liaison for RegentAtlantic’s custodian relationships for establishing and maintaining account management and facilitating client needs. She has a Bachelor of Arts Degree from Kent State University and is a Registered Financial Paraplanner®. Charlotte is dedicated to RegentAtlantic’s community participation and is involved with the Firm’s annual holiday initiative.

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