Charlene Zahn Advisory Board of Director

areas of expertise
  • Financial Planner
  • Retirement Planning
  • Investments
  • 401k, Fixed Annuities, Insurance
  • Estate Planning & Wealth Mgmt
education
  • Bachelor of Science (B.S.),
    Business Administration / Accounting
    The University of North Dakota
  • CPA Certificate #9113
  • Accredited Investment Fiduciary
    April 2010 to Current
  • Certified Financial Planner
    January 2014 to Current

Charlene has been a business owner helping many people in Colorado with wealth management. She is a certified financial planner and has been with Apoorva since the first day of our business in 2001. She is a great advocate for our employees and drives our company towards value-based products and services. She is a believer of great value brings good wealth (instead of the other way).

Lead like a Lion, with stability and dignity, protecting the group. Fear and suspicion are the keynotes in businesses while fearlessness and normal temperament are part of the spiritual field. Be willing to face a problem instead of passing the buck.

Before founding Consulting WP in early 2001, Brandon started two Internet companies in Silicon Valley. Previously, Brandon held various management positions in New York at Simon Brothers, most recently as Vice President in Goldhill Group, focusing on new business development and risk management. He has also worked as a senior financial risk management consultant to the financial services industry; software engineer; advertising sales manager for the popular Caribbean travel guide series; general manager of an advertising and graphic design agency; and engineering intern at the Best Health Coach.

Recent Insights into Apoorva

  • Why NPSP for Non-Profits?

    The NPSP from Salesforce can get you a handle on your nonprofit’s Fundraising, Grant Lifecycles, Constituent Management, Donation Payments, and more.

    November 1, 2020
  • Cloud Data Warehouses: Snowflake, RedShift, BigQuery, and Synapse Analytics

    Collecting, Storing, and Organizing data is what we traditionally called Data Warehousing. When the storage is offered in the cloud with tools that makes the collection and organization easier, along with automated backups and scalability, we call it a Cloud Data Warehouse platform. Apoorva team has been working with Traditional Data Warehouses since 2001. And

    November 1, 2020
  • Apoorva Team has built an eCommerce site for the Envision Team which helps to promote their Artist’s work

    Envision is a Non-profit organization in Colorado, provides creative support for people with Developmental Disabilities. Apoorva team has built the e-commerce site for the Envision team which helps to promote the artist’s work online!!!.Thank you, Karen, for this amazing feedback. Need: Envision’s team organized an event to create art by their constituents. Envision provides such

    October 29, 2020

contact details

+1 720 497 1477
13301 W 43rd Dr # 6A, Golden, CO 80403

Social Profiles

feedback form

If you’d like a free consultation, please start by completing the form:

    how can we help you?

    Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

    We felt 100% supported throughout the process of implementing foundationConnect on Salesforce. It’s a lot to learn, no doubt. I do wish that Salesforce had more trail heads that were designed for the non sales environment. Our team gets hung up a bit on your naming conventions. Our implementation partner, Apoorva team, was awesome though.

    Leslie Baldwin
    Grants Manager, Boettcher Foundation

    Looking for a First-Class Business Plan Consultant?