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Charles Feehely (CFP®, MSFP)

Charles Feehely focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Cash Flow Planning Debt Management Education Funding Employer Benefit Reviews Estate Planning Financial Vitals Monitoring Goal Setting Investment Management & TSP Strategies Net Worth Analysis Retirement Planning Risk Management Tax Planning

Additional Information

Charles M. Feehely is a CERTIFIED FINANCIAL PLANNER™ professional. As a former Deputy U.S. Marshal and with a Master's degree in Financial Planning, Charlie brings decades of specialized financial experience to Valor Wealth Partners. His Federal Law Enforcement background gives him distinctive insight into the financial challenges and opportunities facing Federal Agents. As a Lead Planner, Charlie is relentless in ensuring that the families served by the firm are well cared for during their journey toward financial independence. While he is based in Raleigh, North Carolina, Charlie virtually serves Federal Employees nationwide. Charlie prefers to be in the background, acting as a guide to his hero families. He strongly believes that peace and prosperity for families start with personal resilience and financial education. Charlie is passionate about helping families develop their financial armor so that they are healthier and wealthier at the end of their service. Charlie has dealt with enough difficult “clients” in federal law enforcement. He now thoroughly enjoys working to make an impact on those who share his values and have a desire to transform their lives for the better.

NAPFA Start Date

January 18, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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