Charles Scarallo, CFP®, CPA

Managing Director | Private Wealth Advisor at Wealthspire Advisors

Speaker

Charles Scarallo is a Managing Director and Private Wealth Advisor at Wealthspire Advisors, where he leads advisory relationships for high-net-worth individuals, multigenerational families, and business owners. With nearly 20 years of experience in finance and wealth management, Charles delivers integrated planning that spans investment strategy, estate planning, tax optimization, and family office services.

Holding both the CPA and CFP® designations, Charles brings a technical and strategic lens to wealth advisory, helping clients make confident financial decisions through all stages of life. He specializes in working with entrepreneurs, closely held business owners, and real estate families—offering custom strategies that evolve with each client’s goals.

Charles is deeply committed to building long-term relationships and serving as the single accountable advisor for his clients. He is also active in his community, serving on the board of Smile Farms, and enjoys spending time with his wife and two daughters. Outside of work, he’s an avid runner, golfer, and guitarist.