Charlie Cella is a Paraplanner at Attitude Financial Advisors, where he supports the firm’s financial advisors and plays a key role in delivering a seamless, well-coordinated planning experience for clients. Calm, sharp, and highly detail-oriented, Charlie helps ensure financial plans are thoughtfully prepared, accurate, and aligned with each client’s goals.
Working closely with advisors throughout the planning process, Charlie assists with analysis, plan preparation, and ongoing support, helping maintain Attitude’s high standards of service and care.
Charlie earned his Bachelor of Science in Finance from Bentley University with a concentration in Financial Planning, a CFP Board Registered Program. He has completed all required coursework toward the CERTIFIED FINANCIAL PLANNER® designation and is currently pursuing CFP® certification, with plans to sit for the CFP® exam in July 2026.
Outside the office, Charlie enjoys fitness, golf, snowboarding, and travel. A disciplined early riser and natural problem-solver, he is a proud Bentley University alumnus and a dedicated fan of the New York Mets and Islanders.
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