Charles Neff MBA, CPA, CFP®
What inspired you to choose wealth management as a career?
I learned the value of sound wealth management in a very personal way following my father’s sudden passing at age 47. My mother was a homemaker with four children and very little financial knowledge. My father’s wealth manager had made sure my father was properly insured, and Herb became our family’s trusted advisor for the next three decades. His counsel and investment skill helped provide college educations for my sisters and me and ensure a secure life for my mother. Wealth management has given me the opportunity to have a similar positive impact on the families I serve.
Why did you choose to be part of the BDF team?
I joined the BDF team in 2005 after leaving the wealth management firm I had co-founded 13 years earlier. I was drawn to BDF by our firm’s excellent reputation, talented and enthusiastic team, and our shared values of passionately serving our clients and our team.
Why did you choose to get involved on the Business Owner Team?
As a former business owner myself, I enjoy the challenge of getting business owners to take a break from running their business to focus on the critical task of planning for and transitioning to life beyond their business.
What do your clients appreciate most about you?
Our clients value the deep and trusting relationship we build together as they share their goals and dreams. They appreciate that I listen and genuinely care about what is most important to them. They can count on me to be honest with them and have frank conversations when necessary. They also know I always do my homework and that the solutions we propose will be researched and thoughtful.
What defines your own personal “full life”?
A full life for me is most importantly a loving family life and raising my four children to be happy, caring, and successful, however they define it. Doing fulfilling work with people I enjoy, sharing with friends, giving back, enjoying sports, music, reading, and nature, and keeping fit round out a full life for me.