Charlie Shipman

(203) 557-5547

Charlie Shipman is passionate about providing customized fee-only financial planning advice to business owners, professionals, and their families. He strives to guide his clients towards financial accountability and bring order to their complex lives by aligning business objectives with personal goals. He is a fiduciary, which means he is always acting in the client's best interest.

Charlie left Wall Street to start Blue Keel Financial Planning in 2014, after noticing a lack of specialized financial advice available to business owners with unpredictable income streams and limited investable assets. With experience working in several nationally recognized companies including PricewaterhouseCoopers and Bank of America Merrill Lynch, Charlie combines over 20 years of experience in wealth management, public accounting, family office and small business management with the technical knowledge to provide clients with truly holistic financial planning.

Education

  • Master's degree in Accounting - University of North Carolina at Chapel Hill
  • Bachelor's degree in Economics - University of North Carolina at Chapel Hill
  • Certified Financial Planner Program - New York University

Charlie Online

Charlie has been featured in several major online financial publications, including: Investor's Business Daily, Money, Yahoo! Finance, MSN, Nasdaq, The Motley Fool, Investopedia and U.S. News & World Report.

Charlie at Home

After nearly a decade of living and working in Manhattan, Charlie relocated to Weston, Connecticut. He enjoys slower-paced country living with his amazing attorney-turned-entrepreneur wife and their two absolutely adorable young children. He spends his free time: on the golf course, with a short game that rivals any of the top PGA professionals; on the water, where he channels his inner-Poseidon; at home with his family.

Charlie takes great pride in serving his local community. Since moving to Weston, he has held the following volunteer positions:

  • Assistant Treasurer, Emmanuel Episcopal Church (2014-2019)
  • Treasurer, Friends of the Weston Public Library (2015-2018)
  • Town of Weston Strategic Planning Committee, Gen X Subcommittee (2015-2017)