Charlie Betz began his career with Meridian Wealth + Retirement as an intern in the Appleton office in 2021, working alongside Partner Emeritus Tom Julian and Founding Partner and Financial Planner Matthew Kletti. After graduating Summa Cum Laude from the University of Wisconsin–La Crosse with a Bachelor of Science in Finance and a minor in Economics, he joined the firm full-time and became a fully licensed Financial Planner/Advisor. Charlie focuses on simplifying the financial landscape for professionals, families, and pre-retirees by providing holistic financial planning that integrates debt management, cash flow strategies, and investment advisory services.
At the core of Charlie’s practice is a commitment to personal connection and long-term relationships. He enjoys getting to know clients, understanding their stories, and helping them pursue a life with greater clarity and less financial stress. His approach emphasizes education, mentorship, and transparency so that clients feel informed and confident in their decisions. Charlie’s goal is to be a valued resource, offering guidance at each stage of life so clients can stay focused on what matters most.
Outside of the office, Charlie enjoys spending time outdoors and exploring nature with family and friends. In June 2025, he proposed to his fiancée, Alyssa, during a hike in Montana on a memorable nine-day road trip. He also loves time with his rescued yellow lab, Clyde. In addition to his passion for the outdoors, Charlie is constantly looking for ways to enhance the client experience through the thoughtful use of technology and best practices, drawing on the collective insight of other advisors on his team with nearly 100 years of combined industry experience.
