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Investment Advisor Representative

Charley Partheymuller, CFP®

"Here at The Normandy Group it is abundantly clear that success means different things to different people. Having financial wealth can be an important part of the total equation, but it rarely dominates."

Background

Charley Partheymuller, CFP®, is an Investment Advisor Representative with The Normandy Group.  He holds a Series 65 and is licensed to sell life, accident and health, and long-term care insurance in Colorado.

Charley is a CERTIFIED FINANCIAL PLANNER™ professional.  Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics, and professionalism. And because he commits to act as a fiduciary when providing financial advice to a client, Charley will always act in their best interest.  As a CERTIFIED FINANCIAL PLANNER™ professional, Charley looks forward to being of service to your financial planning needs in the years to come.

Charley enjoys portfolio construction and implementing risk management strategies to fit clients’ specific needs.  He believes identifying one’s risk tolerance is essential as this acts as the compass in navigating life’s challenges.

Charley is married to his wife, Jordyn.  They have two cats, Tom and Leo, and a dog, Stanley.  In their spare time, Charley and Jordyn enjoy cooking, sports, and music.

Prior to joining the team, he received his B.S. in Business Management from the W.P. Carey School of Business at Arizona State University.  Charley also earned an International Business Certificate through a study abroad program in Barcelona, Spain at the Universitat Autonoma de Barcelona.

After graduation in May of 2013, he was hired by TMX Finance as a Store Manager in Phoenix, AZ.  TMX Finance is one of the largest consumer specialty finance companies in the United States.  Charley held a management position for three years until he was presented with an incredible opportunity to come work for The Normandy Group in 2016.