Charlie Mattingly

Charlie Mattingly
28 POSTS 0 COMMENTS
Charlie Mattingly, a CERTIFIED FINANCIAL PLANNER™ professional, is a first officer for one of the "big 4 airlines," based in Atlanta. Charlie and his team of dedicated professionals specialize in helping pilots create, grow and protect their wealth so they can have as much fun in retirement as they did flying airplanes for a living. Originally from Louisville, Kentucky, Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee in 1997. He then served with the United States Air Force for ten years as an officer and F-16 fighter pilot. While serving in the Air Force, Charlie shared his passion for personal financial planning by administering Dave Ramsey’s Financial Peace University to his fellow military servicemen and women. After the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance which drove him to earn his MBA in Financial Planning from California Lutheran University. Charlie also received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012. Charlie’s passion is to understand each client’s unique situation and their family’s goals and dreams for the future. His objective is to take the worry out of personal finance. He works hard to be worthy of his clients’ trust, providing absolute transparency, a high level of integrity and objective advice. Charlie believes his prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients. Charlie was hired by the airlines in 2007 and is fortunate to have the flexibility to continue to fly for the same company today. Charlie commutes to Atlanta from his home in Maryville, Tennessee where he enjoys spending time with his wife Leisa and their three beautiful girls Emma, MaryJo and Ellison. In his spare time, Charlie loves to read, play golf and even sometimes pretends to be a horse farmer!

How to Become a Very Wealthy and Financially Successful Professional Pilot

0
A few years ago, I decided to re-attack the game of golf. In high school, my brother and I did little besides fish and...

Worthy Wins! What Does Winning Look Like to You in Personal...

0
“It’s not enough to have lived. We should be determined to live for something.” ~ Winston Churchill Winning in personal finance and life means defining...

Should You Hire a Financial Advisor?

0
I just returned from the RTAG (Rotary to Airline Group) National convention in Denver this weekend. My initial thought was, “What pilot shortage?!?” I...

Insights From Your Future 65-Year-Old Self

0
We are in a unique position to work with professional pilots (financial/retirement planning) ranging from brand new first officers to pilots well into their...

Is the High-Deductible, Health Savings Account Medical Plan Right for You...

0
For many, your airline benefits open-enrollment period is quickly approaching. You will have many choices during this annual open enrollment and this article addresses...

Effectively Utilizing Roth Funding to Prevent a Potential Retirement Income-Tax Bomb!

0
I was working with a client family recently and we took a moment to appreciate the fact that because they started saving in Roth...

The Secret to True Wealth

0
“You‘ve got to ask yourself one question: Do you feel wealthy? Well, do ya, punk?” This is a famous quote by Clint Eastwood’s character...

Man, That Lizard is Loud!

0
Somehow not too long ago, I found myself going down yet another rabbit hole on YouTube. This time I was learning about a water...

Tariffs, Layoffs, Negative GDP, Oh My!

0
It’s shaping up to be a fascinating year in the markets already! New president and administration, government layoffs, airline layoffs (SWA), tariffs roiling the...

The Opportunity of a Lifetime: New Pilots are Making More Income...

0
What an amazing time to be a professional pilot! You have literally won the lottery! I’ll never forget hearing this statement on my first day...