Charlotte C. Geletka
Charlotte C.

Managing partner,
Silver Penny Financial

Fast Facts

  • Has a sample of sand from 15 different beaches she has visited.
  • Barcelona is her favorite city.
  • She was a restaurant hostess at age 14.

When Charlotte Geletka started her career, the managing partner of Silver Penny Financial in Atlanta wore masculine gray and black suits.

“I wanted to look like my male colleagues because I am so different,” she said. “I was young, blonde and female in the South.”

Now a few years older, Ms. Geletka confidently wears pink when attending advisory meetings even though the other particpants are predominantly successful male financial advisers.

“I bought my father’s practice in 2016 and it was a definitive moment,” she said. “I had 12 years of success behind me. I decided to no longer try to be like everyone else.”

“I weathered a pretty tough storm,” she said of rebranding her father’s advisory business.

Last year, Ms. Geletka was one of the winners in the Circle of Excellence for Women in Financial Services contest sponsored by Women in Insurance & Financial Services.

— Juliette Fairley


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